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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $33,127 |
THE VANGUARD GROUP, INC.1 year Service code 63 · EIN 23-1945930 | 12b-1 Fees | $28,555 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $6,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,520 | $47,977+22.0% | $154,108-62.0% | $56,289+4.0% |
| Participation rate | 98.0% | 66.2%+31.8pp | 83.0%+14.9pp | 69.9%+28.1pp |
| Annual return | -5.67% | 3.54%-9.2pp | 735.21%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,664 | $2,169+22.8% | $5,298-49.7% | $2,111+26.2% |
| Participant deferral / active EE | $2,926 | $2,392+22.3% | $5,081-42.4% | $3,350-12.7% |
| Admin fee / account holder | $237 | $438-46.0% | $13,411-98.2% | $521-54.6% |