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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $41,151 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $15,867 |
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $2,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,618 | $56,540-42.3% | $185,851-82.4% | $86,821-62.4% |
| Participation rate | 99.4% | 65.5%+33.8pp | 81.7%+17.7pp | 72.3%+27.1pp |
| Annual return | 13.72% | 118.20%-104.5pp | 122.11%-108.4pp | 97.94%-84.2pp |
| Employer contribution / active EE | $1,165 | $1,844-36.8% | $5,168-77.5% | $2,406-51.6% |
| Participant deferral / active EE | $2,139 | $2,555-16.3% | $5,569-61.6% | $4,132-48.2% |
| Admin fee / account holder | $141 | $150-5.9% | $16,245-99.1% | $170-17.0% |