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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 | Advisory (Participants) | $31,724 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,538 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,209 | $106,230-51.8% | $147,080-65.2% | $77,736-34.1% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 15.13% | 56.91%-41.8pp | 420.17%-405.0pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,887 | $4,072-53.7% | $4,933-61.7% | $2,728-30.8% |
| Participant deferral / active EE | $5,868 | $8,001-26.7% | $8,066-27.3% | $4,651+26.2% |
| Admin fee / account holder | $269 | $338-20.4% | $12,989-97.9% | $433-37.9% |