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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $23,439 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $22,740 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $8,317 |
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 | $68,118 | $62,928+8.2% | $172,753-60.6% | $67,582+0.8% |
| Participation rate | 95.8% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 21.93% | 30.36%-8.4pp | 803.00%-781.1pp | 378.57%-356.6pp |
| Employer contribution / active EE | $2,373 | $1,636+45.0% | $5,144-53.9% | $2,148+10.5% |
| Participant deferral / active EE | $2,759 | $2,145+28.6% | $5,198-46.9% | $3,539-22.1% |
| Admin fee / account holder | $178 | $167+6.8% | $13,956-98.7% | $142+25.0% |