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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
CADARET GRANT & CO INC1 year Service code 61 · EIN 22-2361254 | Finders' fees / placement fees | $0 |
LA SALLE STREET SECURITIES, LLC2+ years Service code 61 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,487 | $306,927-95.0% | $156,551-90.1% | - |
| Participation rate | 96.0% | 59.9%+36.1pp | 84.0%+12.0pp | - |
| Annual return | 7.17% | 1.08%+6.1pp | 32.23%-25.1pp | - |
| Employer contribution / active EE | $2,208 | $1,481+49.0% | $5,501-59.9% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $4,871-100.0% | - |
| Admin fee / account holder | $0 | $73,834-100.0% | $13,028-100.0% | - |