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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC3+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 26 130 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $9,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,419 | $28,416-66.9% | $73,550-87.2% | $69,631-86.5% |
| Participation rate | 24.2% | 38.3%-14.2pp | 54.9%-30.8pp | 70.7%-46.5pp |
| Annual return | 15.12% | -694.13%+709.2pp | -15.16%+30.3pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $76 | $430-82.4% | $1,219-93.8% | $2,032-96.3% |
| Participant deferral / active EE | $447 | $897-50.2% | $1,804-75.2% | $3,224-86.1% |
| Admin fee / account holder | $49 | $104-53.0% | $2,320-97.9% | $110-55.6% |