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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD., · LAVISTA, NE 68128 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.5 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,225 | $65,125+17.0% | $143,797-47.0% | $66,949+13.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.10% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,757 | $2,362+16.7% | $4,952-44.3% | $2,545+8.3% |
| Participant deferral / active EE | $3,552 | $2,920+21.6% | $5,638-37.0% | $4,239-16.2% |
| Admin fee / account holder | $192 | $503-61.8% | $14,679-98.7% | $594-67.6% |