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| Provider | Service type | Compensation |
|---|---|---|
WEDBUSH SECURITIES INC.2 years Filed as: WEDBUSH SECURITIES Service code 19 5949 SHERRY LANE · DALLAS, TX 75225 | Securities Custodian | $54,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,270 | $81,487-40.8% | $102,412-52.9% | $80,935-40.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.68% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,257 | $3,103-27.3% | $3,870-41.7% | $2,757-18.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $692 | $6,717-89.7% | $8,388-91.7% | $6,924-90.0% |