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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $29,369 |
THE VANGUARD GROUP, INC.4 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $28,284 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $12,249 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,940 | $56,540+59.1% | $185,849-51.6% | $86,821+3.6% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 13.43% | 118.20%-104.8pp | 122.10%-108.7pp | 97.94%-84.5pp |
| Employer contribution / active EE | $2,681 | $1,844+45.3% | $5,169-48.1% | $2,406+11.4% |
| Participant deferral / active EE | $3,200 | $2,555+25.2% | $5,569-42.5% | $4,132-22.6% |
| Admin fee / account holder | $220 | $150+47.3% | $16,244-98.6% | $170+30.0% |