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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5215 OLD ORCHARD RD · SKOKIE, IL 60077 | Other Commissions | $31,088 |
J W COLE FINANCIAL INC2+ years Filed as: COLE MARTIN & CO LTD Service code 10 1532 BARCLAY BLVD · BUFFALO GROVE, IL 60089 | Accounting | $10,020 |
E.R.I.S.A., INC.2+ years Service code 13 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1030 · SKOKIE, IL 60077 | Contract Administrator | $1,305 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,127 | $77,638+206.7% | $156,551+52.1% | $62,881+278.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.73% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,614 | $3,444+121.1% | $5,501+38.4% | $2,281+233.8% |
| Participant deferral / active EE | $5,911 | $3,046+94.1% | $4,871+21.3% | $3,203+84.5% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,028-99.8% | $4,296-99.4% |