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| Provider | Service type | Compensation |
|---|---|---|
WEDBUSH SECURITIES INC.3+ years Service code 15 · EIN 95-2495390 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,010 | $81,537+59.4% | $149,721-13.2% | $69,631+86.7% |
| Participation rate | 93.0% | 86.1%+6.8pp | 87.1%+5.9pp | 70.7%+22.3pp |
| Annual return | 17.59% | 22.79%-5.2pp | 1501.67%-1484.1pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $5,643 | $3,239+74.2% | $5,444+3.7% | $2,032+177.7% |
| Participant deferral / active EE | $10,530 | $4,994+110.9% | $6,568+60.3% | $3,224+226.7% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |