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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS IN Service code 15 12325 PORT GRACE BLVD · OMAHA, NE 68128 | Recordkeeping | $10,531 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,809 | $91,179+8.4% | $178,499-44.6% | $79,852+23.7% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.8pp | 69.6%-20.5pp |
| Annual return | 12.93% | 24.19%-11.3pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $656 | $3,256-79.8% | $5,011-86.9% | $2,471-73.5% |
| Participant deferral / active EE | $3,148 | $3,236-2.7% | $5,202-39.5% | $3,740-15.8% |
| Admin fee / account holder | $412 | $6,749-93.9% | $13,986-97.1% | $5,306-92.2% |