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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,834 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $28,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,157 | $76,112-26.2% | $96,544-41.8% | $71,529-21.5% |
| Participation rate | 93.3% | 74.4%+18.9pp | 76.0%+17.3pp | 67.9%+25.3pp |
| Annual return | 14.68% | 22.80%-8.1pp | 25.88%-11.2pp | 28.97%-14.3pp |
| Employer contribution / active EE | $1,133 | $2,248-49.6% | $2,966-61.8% | $2,590-56.3% |
| Participant deferral / active EE | $5,887 | $4,217+39.6% | $4,851+21.3% | $4,291+37.2% |
| Admin fee / account holder | $319 | $2,708-88.2% | $8,254-96.1% | $1,588-79.9% |