Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $38,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
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 | $139,852 | $55,449+152.2% | $83,850+66.8% | $56,287+148.5% |
| Participation rate | 80.3% | 68.0%+12.3pp | 76.1%+4.2pp | 69.9%+10.4pp |
| Annual return | -6.52% | -1.38%-5.1pp | 850.92%-857.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,994 | $2,430+64.3% | $3,631+10.0% | $2,111+89.2% |
| Participant deferral / active EE | $9,031 | $2,935+207.6% | $4,082+121.2% | $3,350+169.6% |
| Admin fee / account holder | $8 | $656-98.8% | $5,478-99.9% | $521-98.5% |