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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,415 |
SECURITIES AMERICA INC1 year Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $14,375 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $901 |
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 | $37,027 | $50,637-26.9% | $86,597-57.2% | $62,293-40.6% |
| Participation rate | 99.4% | 67.9%+31.5pp | 73.5%+25.9pp | 69.5%+29.9pp |
| Annual return | 20.93% | 20.80%+0.1pp | 964.96%-944.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,482 | $2,075-28.6% | $2,840-47.8% | $2,042-27.4% |
| Participant deferral / active EE | $3,482 | $2,611+33.3% | $3,609-3.5% | $3,169+9.9% |
| Admin fee / account holder | $119 | $413-71.2% | $4,906-97.6% | $479-75.2% |