Filed June 24, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK, INC. Service code 55 | Other Commissions | $35,629 |
DEVLIN & HALE ASSOCIATES, INC.2+ years Service code 13 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 06067 | Contract Administrator | $6,115 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
SECURITY NATIONAL BANK2+ years Filed as: SECURITY SERVICES NETWORK, INC. Service code 55 9729 COGDILL ROAD, SUITE 3-1 · KNOXVILLE, TN 37932 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,281 | $74,089+83.9% | $133,980+1.7% | $55,167+147.0% |
| Participation rate | 95.3% | 84.3%+11.1pp | 87.1%+8.3pp | 69.0%+26.4pp |
| Annual return | 7.29% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,130 | $3,064+34.8% | $5,211-20.7% | $1,963+110.5% |
| Participant deferral / active EE | $6,890 | $4,678+47.3% | $6,282+9.7% | $3,054+125.6% |
| Admin fee / account holder | $11 | $458-97.6% | $9,324-99.9% | $504-97.8% |