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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: KW SECURITIES CORPORATION Service code 55 100 LARKSPUR LANDING CIR, STE. 200 · LARKSPUR, CA 94919 | Other Commissions | $28,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $54,917 | $75,183-27.0% | $123,894-55.7% | $55,167-0.5% |
| Participation rate | 31.8% | 72.8%-41.0pp | 81.4%-49.6pp | 69.0%-37.2pp |
| Annual return | 3.12% | 19.01%-15.9pp | 47.52%-44.4pp | 169.23%-166.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,525 | $5,084-70.0% | $5,984-74.5% | $3,054-50.1% |
| Admin fee / account holder | $185 | $663-72.0% | $8,357-97.8% | $504-63.2% |