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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $19,289 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,753 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,932 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 17 · EIN 31-0800053 | Pension Consulting | $1,170 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,221 | $46,732-16.1% | $156,551-74.9% | $55,167-28.9% |
| Participation rate | 88.4% | 65.8%+22.6pp | 84.0%+4.4pp | 69.0%+19.4pp |
| Annual return | 8.47% | 17.72%-9.2pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,786 | $2,105+32.4% | $5,501-49.3% | $1,963+42.0% |
| Participant deferral / active EE | $2,776 | $2,204+25.9% | $4,871-43.0% | $3,054-9.1% |
| Admin fee / account holder | $72 | $418-82.7% | $13,028-99.4% | $504-85.7% |