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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,008 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 22 · EIN 11-2551174 | Insurance Broker | $8,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,484 | $55,423-36.0% | $155,602-77.2% | $74,400-52.3% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 13.95% | 269.07%-255.1pp | 64.81%-50.9pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $1,973 | $2,266-12.9% | $4,675-57.8% | $2,624-24.8% |
| Participant deferral / active EE | $4,736 | $2,835+67.1% | $5,629-15.9% | $4,348+8.9% |
| Admin fee / account holder | $154 | $1,744-91.2% | $15,923-99.0% | $1,944-92.1% |