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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 27 · EIN 47-0648506 | Advisory (Plan) | $5,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
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 | $126,613 | $83,485+51.7% | $125,192+1.1% | $72,975+73.5% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.5%+25.6pp |
| Annual return | 21.50% | 25.77%-4.3pp | 43.79%-22.3pp | 81.01%-59.5pp |
| Employer contribution / active EE | $5,552 | $2,346+136.7% | $3,866+43.6% | $2,440+127.5% |
| Participant deferral / active EE | $6,507 | $3,586+81.4% | $4,937+31.8% | $3,608+80.4% |
| Admin fee / account holder | $88 | $5,518-98.4% | $9,704-99.1% | $5,124-98.3% |