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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,608 |
BENEFIT EQUITY, INC.1 year Service code 37 · EIN 33-0384246 1971 E. 4TH STREET SUITE 100 · SANTA ANA, CA 927053917 | Loan Processing | $8,100 |
Filed as: LASALLE ST. SECURITIES, LLC Service code 22 940 N. INDUSTRIAL DR. · ELMHURST, IL 601261131 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,241 | $62,267-46.6% | $110,243-69.8% | $55,725-40.3% |
| Participation rate | 98.0% | 78.1%+19.9pp | 79.8%+18.2pp | 70.9%+27.2pp |
| Annual return | -5.62% | -1.07%-4.5pp | 314.76%-320.4pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,644 | $1,941-15.3% | $3,827-57.0% | $2,078-20.9% |
| Participant deferral / active EE | $3,242 | $3,516-7.8% | $4,672-30.6% | $3,356-3.4% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |