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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC6+ years Service code 27 · EIN 11-2551174 | Advisory (Plan) | $30,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,272 | $46,219-49.6% | $89,414-74.0% | $90,274-74.2% |
| Participation rate | 46.6% | 44.9%+1.7pp | 68.0%-21.4pp | 73.4%-26.8pp |
| Annual return | 24.14% | 25.71%-1.6pp | 245.50%-221.4pp | 53.97%-29.8pp |
| Employer contribution / active EE | $564 | $953-40.8% | $2,586-78.2% | $2,523-77.6% |
| Participant deferral / active EE | $1,780 | $2,136-16.7% | $3,890-54.2% | $4,231-57.9% |
| Admin fee / account holder | $58 | $147-60.7% | $4,883-98.8% | $114-49.4% |