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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 36-3704300 | Other Commissions | $0 |
Filed as: LASALLE STREET SECURITIES, LLC Service code 55 · EIN 52-2175592 | Other Commissions | $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 | $61,478 | $57,103+7.7% | $87,502-29.7% | $57,658+6.6% |
| Participation rate | 100.0% | 64.3%+35.7pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 21.54% | 12.71%+8.8pp | 12.21%+9.3pp | 5.13%+16.4pp |
| Employer contribution / active EE | $2,113 | $1,107+90.8% | $2,550-17.1% | $1,974+7.0% |
| Participant deferral / active EE | $3,376 | $2,250+50.1% | $3,149+7.2% | $3,061+10.3% |
| Admin fee / account holder | $0 | $281-100.0% | $4,221-100.0% | $95-100.0% |