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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $36,067 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,241 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,911 |
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 | $81,846 | $78,636+4.1% | $105,607-22.5% | $74,459+9.9% |
| Participation rate | 88.8% | 72.8%+16.0pp | 75.3%+13.5pp | 67.2%+21.6pp |
| Annual return | 12.96% | 15.96%-3.0pp | 116.11%-103.2pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $4,008 | $2,523+58.8% | $3,167+26.5% | $2,626+52.6% |
| Participant deferral / active EE | $12,168 | $4,322+181.5% | $5,011+142.8% | $4,350+179.7% |
| Admin fee / account holder | $452 | $2,220-79.6% | $10,958-95.9% | $1,945-76.8% |