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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 | $34,326 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,388 |
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 | $165,278 | $58,726+181.4% | $92,240+79.2% | $62,293+165.3% |
| Participation rate | 81.4% | 68.3%+13.0pp | 76.5%+4.9pp | 69.5%+11.8pp |
| Annual return | 20.12% | 43.62%-23.5pp | 176.29%-156.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $3,620 | $2,392+51.3% | $3,680-1.6% | $2,042+77.2% |
| Participant deferral / active EE | $8,294 | $2,766+199.9% | $3,897+112.8% | $3,169+161.7% |
| Admin fee / account holder | $13 | $556-97.7% | $5,194-99.8% | $479-97.3% |