Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 12 · EIN 41-0417830 400 ROBERT STREET NORTH · ST. PAUL, MN 55101 | Contract Administrator; Consulting (p... | $13,062 |
Service code 13 · EIN 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $2,614 |
MINNESOTA LIFE INSURANCE COMPANY5+ years Filed as: MINNESOTA MUTAL LIFE INS. COMPANY Service code 12 · EIN 41-0417830 P.O. BOX 64114 · ST. PAUL, MN 55164 | Consulting (general); Participant loa... | $70 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,498 | $43,133-27.0% | $89,414-64.8% | $73,493-57.1% |
| Participation rate | 46.6% | 55.0%-8.4pp | 68.0%-21.4pp | 70.7%-24.1pp |
| Annual return | 1.71% | 135.66%-134.0pp | 245.50%-243.8pp | 28.51%-26.8pp |
| Employer contribution / active EE | $783 | $1,438-45.6% | $2,586-69.7% | $2,270-65.5% |
| Participant deferral / active EE | $1,107 | $2,445-54.7% | $3,890-71.5% | $3,740-70.4% |
| Admin fee / account holder | $185 | $444-58.3% | $4,883-96.2% | $513-63.9% |