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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $60,111 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,717 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,522 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $17,150 |
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 | $58,603 | $57,921+1.2% | $84,753-30.9% | $57,658+1.6% |
| Participation rate | 85.6% | 72.9%+12.6pp | 76.6%+9.0pp | 70.2%+15.3pp |
| Annual return | 8.47% | 10.24%-1.8pp | 22.78%-14.3pp | 5.13%+3.3pp |
| Employer contribution / active EE | $4,732 | $2,598+82.1% | $3,574+32.4% | $1,974+139.8% |
| Participant deferral / active EE | $2,004 | $2,742-26.9% | $3,712-46.0% | $3,061-34.5% |
| Admin fee / account holder | $232 | $130+79.2% | $5,333-95.6% | $95+145.8% |