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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 13 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Contract Administrator | $2,833 |
WELLS THOMAS, LLC1 year Service code 13 469 WEST MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $1,714 |
WT 3(16) LLC1 year Service code 13 469 WEST MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $1,379 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,631 | $58,888-37.8% | $178,499-79.5% | $73,493-50.2% |
| Participation rate | 69.3% | 66.2%+3.1pp | 81.9%-12.6pp | 70.7%-1.4pp |
| Annual return | 11.86% | 24.86%-13.0pp | 151.10%-139.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,807 | $2,236-19.2% | $5,011-63.9% | $2,270-20.4% |
| Participant deferral / active EE | $3,421 | $2,568+33.2% | $5,202-34.2% | $3,740-8.5% |
| Admin fee / account holder | $66 | $400-83.4% | $13,986-99.5% | $513-87.1% |