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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK Service code 27 9729 COGDILL RD STE 301 · KNOXVILLE, TN 37932 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,391 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,448 | $107,378-70.7% | $108,582-71.0% | $57,658-45.5% |
| Participation rate | 86.8% | 77.1%+9.7pp | 79.6%+7.2pp | 70.2%+16.6pp |
| Annual return | 7.90% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $744 | $1,782-58.3% | $3,758-80.2% | $1,974-62.3% |
| Participant deferral / active EE | $3,549 | $3,221+10.2% | $4,311-17.7% | $3,061+15.9% |
| Admin fee / account holder | $87 | $108-20.0% | $7,645-98.9% | $95-8.2% |