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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC3+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 50 · EIN 41-1486060 PS13845 401 N ROBERT ST · SAINT PAUL, MN 55101 | Direct Payment | $26,211 |
TIAA2 years Service code 22 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance Broker | $189 |
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 | $35,004 | $74,552-53.0% | $63,018-44.5% | $69,631-49.7% |
| Participation rate | 97.5% | 78.3%+19.2pp | 74.8%+22.7pp | 70.7%+26.8pp |
| Annual return | 17.47% | 15.77%+1.7pp | 87.62%-70.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,022 | $2,929-31.0% | $2,761-26.8% | $2,032-0.5% |
| Participant deferral / active EE | $2,781 | $2,974-6.5% | $3,330-16.5% | $3,224-13.7% |
| Admin fee / account holder | $39 | $59-34.8% | $3,601-98.9% | $110-64.9% |