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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURITES SERVICE NETWORK, INC. Service code 49 | Other Services | $37,778 |
Filed as: LASALLE SECURITIS LLC Service code 49 | Other Services | $13,943 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $12,233 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $2,609 |
Filed as: LASALLE SECURITIES LLC Service code 49 · EIN 52-2175592 940 N INDUSTRIAL DR · ELMHURST, IL 601261139 | Other Services | $0 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES SERVICE NETWORK INC Service code 49 · EIN 62-1152936 9729 COGDILL RD, SUITE 301 · KNOXVILLE, TN 379323383 | Other Services | $0 |
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 | $84,102 | $81,494+3.2% | $133,978-37.2% | $73,497+14.4% |
| Participation rate | 93.7% | 76.4%+17.3pp | 79.8%+13.9pp | 70.7%+23.0pp |
| Annual return | 14.85% | 19.40%-4.6pp | 45.10%-30.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,531 | $2,210+59.8% | $3,919-9.9% | $2,270+55.6% |
| Participant deferral / active EE | $5,077 | $3,787+34.0% | $5,047+0.6% | $3,740+35.7% |
| Admin fee / account holder | $16 | $713-97.7% | $8,930-99.8% | $513-96.8% |