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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 | $13,206 |
Filed as: JEFFREY L OFFHAUS CPA, LLC Service code 16 · EIN 20-2368569 | Consulting | $6,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,165 | $64,909-8.8% | $82,312-28.1% | $62,293-5.0% |
| Participation rate | 69.5% | 74.9%-5.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 21.94% | 21.18%+0.8pp | 25.88%-3.9pp | 28.90%-7.0pp |
| Employer contribution / active EE | $1,157 | $1,676-31.0% | $2,428-52.3% | $2,042-43.3% |
| Participant deferral / active EE | $3,641 | $3,103+17.3% | $3,706-1.8% | $3,169+14.9% |
| Admin fee / account holder | $72 | $440-83.7% | $5,608-98.7% | $479-85.0% |