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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: M&T SECURITIES Service code 55 · EIN 16-1263079 | Other Commissions | $15,142 |
JEFFREY L. OFFHAUS CPA, LLC4+ years Filed as: JEFFREY L OFFHAUS CPA LLC Service code 16 · EIN 20-2368569 | Consulting | $6,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $894 |
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 | $54,332 | $59,186-8.2% | $76,768-29.2% | $56,287-3.5% |
| Participation rate | 72.8% | 75.2%-2.4pp | 77.0%-4.1pp | 69.9%+3.0pp |
| Annual return | -5.30% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,030 | $1,759-41.4% | $2,485-58.6% | $2,111-51.2% |
| Participant deferral / active EE | $4,028 | $3,255+23.7% | $3,852+4.6% | $3,350+20.2% |
| Admin fee / account holder | $66 | $489-86.6% | $6,675-99.0% | $521-87.4% |