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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 · EIN 31-4177100 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,532 |
Service code 14 · EIN 33-0905143 120 VANTIS, SUITE 400, ALISO VIEJO · CALIFORNIA, CA 92656 | Plan Administrator | $16,005 |
BENEFIT EQUITY, INC.2 years Filed as: BENEFIT EQUITY INC Service code 37 · EIN 33-0384246 525 CABRILLO PARK DR STE 200 · SANTA ANA, CA 92701 | Loan Processing | $5,637 |
Filed as: LASALLE ST. SECURITIES, LLC Service code 22 · EIN 52-2175592 940 N. INDUSTRIAL DR. · ELMHURST, IL 601261131 | Insurance Broker | $0 |
SIMON LEVER LLC2 years Filed as: SIMON MILLER Service code 14 15130 NORTHAM STREET · LA MIRADA, CA 90638 | Plan Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $179,726-100.0% | $156,263-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | -101.86% | 77.86%-179.7pp | 59.47%-161.3pp | 217.08%-318.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |