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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC6+ years Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $17,141 |
JEFFREY L. OFFHAUS CPA, LLC6+ years Filed as: JEFFREY L OFFHAUS CPA LLC Service code 10 · EIN 20-2368569 | Accounting | $6,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,869 |
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 | $91,593 | $78,425+16.8% | $95,956-4.5% | $79,858+14.7% |
| Participation rate | 74.6% | 73.5%+1.1pp | 77.1%-2.5pp | 69.6%+5.0pp |
| Annual return | 14.05% | 19.37%-5.3pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,191 | $1,945-38.8% | $2,541-53.1% | $2,471-51.8% |
| Participant deferral / active EE | $4,558 | $3,440+32.5% | $4,167+9.4% | $3,740+21.9% |
| Admin fee / account holder | $226 | $5,622-96.0% | $6,797-96.7% | $5,306-95.7% |