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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $4,603 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,438 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,196 | $84,482-87.9% | $125,363-91.9% | $66,930-84.8% |
| Participation rate | 91.3% | 76.4%+14.9pp | 82.4%+8.9pp | 69.8%+21.5pp |
| Annual return | 5.66% | -8.49%+14.2pp | 572.15%-566.5pp | 1.57%+4.1pp |
| Employer contribution / active EE | $776 | $3,553-78.2% | $4,815-83.9% | $2,545-69.5% |
| Participant deferral / active EE | $7,410 | $6,782+9.3% | $7,447-0.5% | $4,238+74.9% |
| Admin fee / account holder | $42 | $685-93.9% | $10,005-99.6% | $593-92.9% |