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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $26,297 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $19,093 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $13,061 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 · EIN 36-3036100 0029, 14800 FRYE ROAD · FORTH WORTH, TX 76155 | Advisory (Plan) | $7,090 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 63 415 8TH AVE NE, PO BOX 979 · BRAINERD, MN 56401 | 12b-1 Fees | $3,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,940 | $55,470+82.0% | $155,556-35.1% | $74,478+35.5% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 14.06% | 269.80%-255.7pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,203 | $2,267+41.3% | $4,675-31.5% | $2,626+22.0% |
| Participant deferral / active EE | $3,323 | $2,838+17.1% | $5,631-41.0% | $4,350-23.6% |
| Admin fee / account holder | $215 | $1,744-87.7% | $15,885-98.6% | $1,946-89.0% |