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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC6+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 26 130 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $16,303 |
NWPS1 year Service code 15 · EIN 91-2090931 300 E. JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $9,170 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,768 | $29,516-70.3% | $77,513-88.7% | $90,274-90.3% |
| Participation rate | 25.0% | 33.7%-8.6pp | 54.2%-29.1pp | 73.4%-48.3pp |
| Annual return | 13.89% | 231.18%-217.3pp | 54.81%-40.9pp | 53.97%-40.1pp |
| Employer contribution / active EE | $71 | $381-81.4% | $987-92.8% | $2,523-97.2% |
| Participant deferral / active EE | $441 | $944-53.3% | $1,861-76.3% | $4,231-89.6% |
| Admin fee / account holder | $44 | $106-58.2% | $2,859-98.5% | $114-61.2% |