Filed June 24, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3+ years Filed as: SECURITIES SERVICE NETWORK, INC. Service code 55 | Other Commissions | $40,795 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 320 E JEFFERSON BLVD · SOUTH BEND, IN 466240007 | Accounting | $18,018 |
DEVLIN & HALE ASSOCIATES, INC.3+ years Service code 13 · EIN 06-1080876 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,000 |
SECURITY NATIONAL BANK3+ 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 | $140,190 | $89,739+56.2% | $149,718-6.4% | $62,292+125.1% |
| Participation rate | 86.3% | 85.1%+1.1pp | 87.1%-0.8pp | 69.5%+16.7pp |
| Annual return | 16.89% | 21.01%-4.1pp | 1501.63%-1484.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,233 | $3,2330% | $5,445-40.6% | $2,042+58.3% |
| Participant deferral / active EE | $7,311 | $4,797+52.4% | $6,569+11.3% | $3,169+130.7% |
| Admin fee / account holder | $116 | $551-78.9% | $11,283-99.0% | $479-75.8% |