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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. · LA VISTA, NE 68128 | Advisory (Plan) | $22,482 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,618 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,651 | $69,763-63.2% | $67,502-62.0% | $74,495-65.6% |
| Participation rate | 73.6% | 71.4%+2.2pp | 72.9%+0.7pp | 67.2%+6.4pp |
| Annual return | 9.64% | -40.34%+50.0pp | 3512.12%-3502.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $2,417 | $2,704-10.6% | $2,731-11.5% | $2,623-7.8% |
| Participant deferral / active EE | $1,065 | $3,636-70.7% | $4,000-73.4% | $4,346-75.5% |
| Admin fee / account holder | $182 | $896-79.7% | $3,998-95.4% | $1,942-90.6% |