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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISOR INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $22,198 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,130 | $79,428+24.8% | $106,548-7.0% | $79,386+24.9% |
| Participation rate | 40.7% | 74.1%-33.4pp | 76.1%-35.4pp | 70.7%-30.0pp |
| Annual return | 13.51% | 18.27%-4.8pp | 26.80%-13.3pp | 116.85%-103.3pp |
| Employer contribution / active EE | $377 | $2,234-83.1% | $2,819-86.6% | $2,427-84.5% |
| Participant deferral / active EE | $3,160 | $3,823-17.3% | $4,398-28.1% | $4,046-21.9% |
| Admin fee / account holder | $421 | $523-19.6% | $7,407-94.3% | $626-32.8% |