Filed February 26, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $603,874 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $273,750 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $87,475 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $53,821 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,368 | $93,283-47.1% | $76,902-35.8% | $103,590-52.3% |
| Participation rate | 98.2% | 79.3%+19.0pp | 69.6%+28.6pp | 73.3%+24.9pp |
| Annual return | 18.44% | 17.40%+1.0pp | 37.91%-19.5pp | 33.13%-14.7pp |
| Employer contribution / active EE | $2,779 | $3,170-12.3% | $2,534+9.7% | $3,213-13.5% |
| Participant deferral / active EE | $4,696 | $4,624+1.6% | $3,833+22.5% | $5,214-9.9% |
| Admin fee / account holder | $95 | $78+20.9% | $5,479-98.3% | $114-16.9% |