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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,772 |
BENEFIT EQUITY, INC.3 years Service code 37 · EIN 33-0384246 525 N CABRILLO PARK DRIVE SUITE 200 · SANTA ANA, CA 92701 | Loan Processing | $10,727 |
Filed as: LASALLE ST. SECURITIES, LLC Service code 22 940 N. INDUSTRIAL DR. · ELMHURST, IL 601261131 | Insurance Broker | $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 | $48,463 | $78,419-38.2% | $133,971-63.8% | $73,412-34.0% |
| Participation rate | 99.3% | 78.6%+20.7pp | 79.8%+19.4pp | 72.2%+27.1pp |
| Annual return | 16.41% | 33.35%-16.9pp | 45.09%-28.7pp | 59.30%-42.9pp |
| Employer contribution / active EE | $1,619 | $2,044-20.8% | $3,919-58.7% | $2,234-27.5% |
| Participant deferral / active EE | $3,771 | $3,925-3.9% | $5,047-25.3% | $3,806-0.9% |
| Admin fee / account holder | $10 | $161-93.9% | $8,929-99.9% | $158-93.7% |