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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC4+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 26 130 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $12,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,418 | $23,119-72.2% | $71,086-91.0% | $75,289-91.5% |
| Participation rate | 29.4% | 36.3%-6.9pp | 54.7%-25.3pp | 72.4%-43.0pp |
| Annual return | -8.35% | -3.32%-5.0pp | 650.59%-658.9pp | -0.04%-8.3pp |
| Employer contribution / active EE | $78 | $399-80.5% | $1,088-92.8% | $2,405-96.8% |
| Participant deferral / active EE | $500 | $960-47.9% | $1,874-73.3% | $3,739-86.6% |
| Admin fee / account holder | $37 | $89-58.6% | $3,082-98.8% | $102-63.8% |