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| Provider | Service type | Compensation |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC4+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 50 · EIN 41-1486060 PS13845 401 N ROBERT ST · SAINT PAUL, MN 55101 | Direct Payment | $23,369 |
TIAA3 years Service code 22 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance Broker | $209 |
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 | $33,072 | $70,083-52.8% | $59,887-44.8% | $55,725-40.7% |
| Participation rate | 98.2% | 78.4%+19.8pp | 74.7%+23.5pp | 70.9%+27.3pp |
| Annual return | -3.84% | 3.13%-7.0pp | 3.46%-7.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,299 | $2,878-20.1% | $2,722-15.5% | $2,078+10.6% |
| Participant deferral / active EE | $3,231 | $3,079+5.0% | $3,402-5.0% | $3,356-3.7% |
| Admin fee / account holder | $32 | $70-54.1% | $3,591-99.1% | $115-72.0% |