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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 99 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Other Fees | $10,953 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $475 |
Filed as: PALMER PENSION SERVICES INC Service code 13 4343 SHALLOWFORD RD, STE D2 · MARIETTA, GA 30062 | Contract Administrator | $475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,546 | $58,726-71.8% | $92,240-82.1% | $62,293-73.4% |
| Participation rate | 87.2% | 68.3%+18.8pp | 76.5%+10.7pp | 69.5%+17.7pp |
| Annual return | 20.54% | 43.62%-23.1pp | 176.29%-155.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,153 | $2,766+50.2% | $3,897+6.6% | $3,169+31.1% |
| Admin fee / account holder | $72 | $556-87.1% | $5,194-98.6% | $479-85.1% |