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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Participants) | $20,120 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,995 | $73,638+26.3% | $95,960-3.1% | $73,493+26.5% |
| Participation rate | 93.0% | 76.2%+16.9pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | 17.35% | 16.78%+0.6pp | 91.63%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,968 | $1,863+59.3% | $2,541+16.8% | $2,270+30.7% |
| Participant deferral / active EE | $7,724 | $3,617+113.5% | $4,167+85.4% | $3,740+106.5% |
| Admin fee / account holder | $142 | $482-70.6% | $6,797-97.9% | $513-72.4% |