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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $16,644 |
OSAIC WEALTH INC1 year Service code 27 JP MORGAN CHASE TXI-0029 · FORT WORTH, TX 76155 | Advisory (Plan) | $6,481 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,650 | $101,653-71.8% | $147,080-80.5% | $74,459-61.5% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 14.38% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $920 | $3,813-75.9% | $4,933-81.4% | $2,626-65.0% |
| Participant deferral / active EE | $8,118 | $7,304+11.1% | $8,066+0.6% | $4,350+86.6% |
| Admin fee / account holder | $130 | $1,752-92.6% | $12,989-99.0% | $1,945-93.3% |