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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC5+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $34,046 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,417 | $52,961+16.0% | $172,752-64.4% | $65,185-5.8% |
| Participation rate | 87.5% | 66.2%+21.3pp | 82.6%+4.9pp | 70.2%+17.3pp |
| Annual return | 18.68% | 30.12%-11.4pp | 802.97%-784.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $2,926 | $2,190+33.6% | $5,144-43.1% | $2,177+34.4% |
| Participant deferral / active EE | $3,312 | $2,471+34.0% | $5,198-36.3% | $3,514-5.8% |
| Admin fee / account holder | $388 | $472-17.8% | $13,955-97.2% | $847-54.2% |