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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 15 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Recordkeeping | $18,143 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,001 |
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 | $23,725 | $60,139-60.5% | $90,461-73.8% | $79,856-70.3% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.8pp |
| Annual return | 10.45% | 71.96%-61.5pp | 1294.76%-1284.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,088 | $2,069+0.9% | $3,264-36.0% | $2,471-15.5% |
| Participant deferral / active EE | $1,777 | $2,939-39.5% | $3,964-55.2% | $3,741-52.5% |
| Admin fee / account holder | $204 | $3,978-94.9% | $5,617-96.4% | $5,306-96.2% |