Filed March 3, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $35,026 |
AMERICAN FUNDS2+ years Service code 15 P.O. BOX 2280 · NORFOLK, VA 23501 | Recordkeeping | $25,062 |
UNITED RETIREMENT INC2+ years Filed as: UNITED RETIREMENT Service code 10 4600 S. ULSTER ST. SUITE 680 · DENVER, CO 80237 | Accounting | $16,280 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT, INC. Service code 10 | Accounting | $5,389 |
GOLDLEAF PARTNERS1 year Service code 13 8009 34TH AVE S · BLOOMINGTON, MN 55425 | Contract Administrator | $1,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,179 | $68,408-76.3% | $57,196-71.7% | $57,658-71.9% |
| Participation rate | 84.2% | 79.1%+5.1pp | 75.3%+8.9pp | 70.2%+14.0pp |
| Annual return | 6.40% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,093 | $2,869-61.9% | $2,683-59.3% | $1,974-44.6% |
| Participant deferral / active EE | $545 | $2,903-81.2% | $3,096-82.4% | $3,061-82.2% |
| Admin fee / account holder | $63 | $70-9.9% | $3,141-98.0% | $95-33.6% |