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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Service code 27 · EIN 47-0648506 | Advisory (Plan) | $25,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,999 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,759 | $100,003+45.8% | $146,685-0.6% | $85,856+69.8% |
| Participation rate | 98.7% | 73.1%+25.7pp | 80.1%+18.6pp | 69.3%+29.4pp |
| Annual return | 13.28% | 18.93%-5.6pp | 22.75%-9.5pp | 318.58%-305.3pp |
| Employer contribution / active EE | $5,977 | $2,559+133.5% | $4,137+44.5% | $2,565+133.0% |
| Participant deferral / active EE | $7,635 | $4,006+90.6% | $5,507+38.7% | $3,952+93.2% |
| Admin fee / account holder | $256 | $7,704-96.7% | $10,281-97.5% | $6,261-95.9% |