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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $41,550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,902 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,727 | $73,978+56.4% | $96,515+19.9% | $75,173+53.9% |
| Participation rate | 88.7% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.5pp |
| Annual return | 10.22% | 26.72%-16.5pp | 35.73%-25.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $14,490 | $2,931+394.4% | $3,740+287.5% | $2,671+442.5% |
| Participant deferral / active EE | $6,383 | $3,660+74.4% | $4,880+30.8% | $4,126+54.7% |
| Admin fee / account holder | $227 | $5,219-95.7% | $6,735-96.6% | $5,651-96.0% |