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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 | $55,437-36.0% | $155,534-77.2% | $74,459-52.3% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.4pp | 67.2%+5.6pp |
| Annual return | 13.95% | 269.58%-255.6pp | 64.92%-51.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,973 | $2,266-12.9% | $4,675-57.8% | $2,626-24.9% |
| Participant deferral / active EE | $4,736 | $2,837+66.9% | $5,630-15.9% | $4,350+8.9% |
| Admin fee / account holder | $154 | $1,742-91.1% | $15,900-99.0% | $1,945-92.1% |