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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC6+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $38,803 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,631 |
Filed as: CLARK SCHAEFER HACKETT & CO. Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $840 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $243 |
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 | $66,634 | $58,895+13.1% | $178,503-62.7% | $73,497-9.3% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 13.51% | 24.86%-11.4pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,598 | $2,236+60.9% | $5,011-28.2% | $2,270+58.5% |
| Participant deferral / active EE | $3,623 | $2,567+41.2% | $5,202-30.4% | $3,740-3.1% |
| Admin fee / account holder | $397 | $400-1.0% | $13,987-97.2% | $513-22.7% |