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| Provider | Service type | Compensation |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,172 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer 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.
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 | $2,831 | $58,888-95.2% | $178,498-98.4% | $73,493-96.1% |
| Participation rate | 75.7% | 66.2%+9.5pp | 81.9%-6.2pp | 70.7%+5.0pp |
| Annual return | 51.02% | 24.86%+26.2pp | 151.09%-100.1pp | 28.51%+22.5pp |
| Employer contribution / active EE | $274 | $2,236-87.7% | $5,011-94.5% | $2,270-87.9% |
| Participant deferral / active EE | $1,664 | $2,568-35.2% | $5,202-68.0% | $3,740-55.5% |
| Admin fee / account holder | $46 | $400-88.5% | $13,985-99.7% | $513-91.1% |