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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,650 |
BENEFIT EQUITY, INC.2 years Service code 37 · EIN 33-0384246 1971 E. 4TH STREET SUITE 100 · SANTA ANA, CA 927053917 | Loan Processing | $7,795 |
Filed as: LASALLE ST. SECURITIES, LLC Service code 22 940 N. INDUSTRIAL DR. · ELMHURST, IL 601261131 | Insurance Broker | $0 |
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 | $39,082 | $69,159-43.5% | $125,180-68.8% | $67,579-42.2% |
| Participation rate | 90.6% | 78.2%+12.4pp | 79.8%+10.8pp | 71.3%+19.3pp |
| Annual return | 24.21% | 27.12%-2.9pp | 43.79%-19.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,348 | $2,023-33.4% | $3,866-65.1% | $2,148-37.2% |
| Participant deferral / active EE | $2,756 | $3,700-25.5% | $4,937-44.2% | $3,539-22.1% |
| Admin fee / account holder | $5 | $142-96.7% | $9,703-100.0% | $142-96.7% |