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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $12,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,901 |
Filed as: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 182 TURNPIKE RD STE 200 · WESTBOROUGH, MA 01581 | Advisory (Plan) | $2,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,700 | $65,437-25.6% | $86,698-43.8% | $66,949-27.3% |
| Participation rate | 81.0% | 75.5%+5.5pp | 76.6%+4.4pp | 69.8%+11.2pp |
| Annual return | -16.54% | -10.91%-5.6pp | 35.96%-52.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,681 | $2,154-21.9% | $2,837-40.7% | $2,545-34.0% |
| Participant deferral / active EE | $3,363 | $4,102-18.0% | $4,656-27.8% | $4,239-20.7% |
| Admin fee / account holder | $119 | $642-81.5% | $7,492-98.4% | $594-80.0% |