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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LASALLE ST. SECURITIES, LLC Service code 22 · EIN 52-2175592 940 N. INDUSTRIAL DR. · ELMHURST, IL 601261131 | Insurance Broker | $27,773 |
BENEFIT EQUITY, INC.1 year Filed as: BENEFIT EQUITY INC Service code 37 · EIN 33-0384246 525 CABRILLO PARK DR STE 200 · SANTA ANA, CA 92701 | Loan Processing | $8,855 |
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,806 |
SIMON LEVER LLC1 year 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,600 | $88,203-30.2% | $165,100-62.7% | $74,478-17.3% |
| Participation rate | 89.0% | 73.1%+15.9pp | 78.6%+10.4pp | 67.2%+21.8pp |
| Annual return | 10.39% | 17.13%-6.7pp | 70.21%-59.8pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $1,552 | $2,601-40.3% | $4,348-64.3% | $2,626-40.9% |
| Participant deferral / active EE | $3,880 | $4,505-13.9% | $6,035-35.7% | $4,350-10.8% |
| Admin fee / account holder | $13 | $2,235-99.4% | $12,696-99.9% | $1,946-99.4% |