Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $24,136 |
THE VANGUARD GROUP, INC.3 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $23,588 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,251 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,083 | $52,293+41.7% | $178,503-58.5% | $73,412+0.9% |
| Participation rate | 96.3% | 65.3%+30.9pp | 81.9%+14.4pp | 72.2%+24.1pp |
| Annual return | 15.08% | 34.75%-19.7pp | 151.12%-136.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $2,525 | $1,736+45.4% | $5,011-49.6% | $2,234+13.0% |
| Participant deferral / active EE | $2,739 | $2,333+17.4% | $5,202-47.3% | $3,806-28.0% |
| Admin fee / account holder | $172 | $127+35.4% | $13,987-98.8% | $158+9.2% |