Filed December 5, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $19,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,993 | $80,753-24.5% | $136,294-55.2% | $62,292-2.1% |
| Participation rate | 85.8% | 73.5%+12.3pp | 81.9%+3.9pp | 69.5%+16.3pp |
| Annual return | 16.28% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,275 | $5,164-17.2% | $6,247-31.6% | $3,169+34.9% |
| Admin fee / account holder | $23 | $525-95.6% | $9,243-99.8% | $479-95.2% |