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| Provider | Service type | Compensation |
|---|---|---|
LESLIE GLOBAL WEALTH LLC3 years Filed as: LESLIE GLOBAL WEALTH, LLC Service code 26 205 N. MICHIGAN AVENUE 3912 · CHICAGO, IL 60601 | Advisory (Participants) | $20,595 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $14,291 |
Service code 17 · EIN 36-3580924 | Pension Consulting | $3,000 |
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,772 | $64,286-67.7% | $90,965-77.2% | $73,412-71.7% |
| Participation rate | 72.3% | 63.6%+8.7pp | 69.0%+3.3pp | 72.2%+0.1pp |
| Annual return | 13.39% | 21.46%-8.1pp | 134.57%-121.2pp | 59.30%-45.9pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $457 | $2,453-81.4% | $3,373-86.4% | $3,806-88.0% |
| Admin fee / account holder | $136 | $287-52.8% | $5,960-97.7% | $158-14.1% |