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| Provider | Service type | Compensation |
|---|---|---|
J W COLE FINANCIAL INC3+ years Filed as: COLE MARTIN & CO LTD Service code 10 1532 BARCLAY BLVD · BUFFALO GROVE, IL 60089 | Accounting | $12,562 |
E.R.I.S.A., INC.3+ years Service code 13 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1030 · SKOKIE, IL 60077 | Contract Administrator | $1,935 |
Service code 55 5215 OLD ORCHARD RD · SKOKIE, IL 60077 | Other Commissions | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,506 | $84,236+199.8% | $170,439+48.2% | $70,124+260.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.25% | 23.06%-4.8pp | 205.94%-187.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $7,718 | $3,387+127.9% | $5,433+42.1% | $2,342+229.5% |
| Participant deferral / active EE | $5,734 | $3,086+85.8% | $4,939+16.1% | $3,332+72.1% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,881-99.8% | $4,645-99.3% |