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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 99 · EIN 47-0648506 | Other Fees | $57,001 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,502 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,580 | $88,122+25.5% | $141,191-21.7% | $67,579+63.6% |
| Participation rate | 70.0% | 76.5%-6.5pp | 82.5%-12.5pp | 71.3%-1.3pp |
| Annual return | 20.48% | 75.40%-54.9pp | 71.41%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $957 | $3,224-70.3% | $4,736-79.8% | $2,148-55.4% |
| Participant deferral / active EE | $6,741 | $5,958+13.2% | $6,710+0.5% | $3,539+90.5% |
| Admin fee / account holder | $12 | $131-91.0% | $10,264-99.9% | $142-91.8% |