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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 26 130 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $15,524 |
Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 15 · EIN 52-2136664 300 E. JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $12,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,536 | $26,479-67.8% | $74,719-88.6% | $77,775-89.0% |
| Participation rate | 27.5% | 37.6%-10.1pp | 54.5%-26.9pp | 73.2%-45.7pp |
| Annual return | 22.53% | 38.31%-15.8pp | 753.05%-730.5pp | 32.58%-10.0pp |
| Employer contribution / active EE | $94 | $440-78.6% | $1,084-91.3% | $2,504-96.2% |
| Participant deferral / active EE | $601 | $1,074-44.0% | $1,963-69.4% | $3,966-84.8% |
| Admin fee / account holder | $57 | $119-52.2% | $3,334-98.3% | $100-43.1% |