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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $42,472 |
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $34,803 |
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $15,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,553 | $46,332-44.8% | $143,797-82.2% | $64,824-60.6% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.2pp |
| Annual return | -16.62% | -10.05%-6.6pp | -0.04%-16.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $1,205 | $1,911-37.0% | $4,952-75.7% | $2,507-52.0% |
| Participant deferral / active EE | $1,990 | $2,647-24.8% | $5,638-64.7% | $4,311-53.9% |
| Admin fee / account holder | $195 | $154+26.9% | $14,679-98.7% | $188+4.0% |