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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWDIE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,713 |
BENEFIT EQUITY, INC.5 years Service code 37 · EIN 33-0384246 525 N CABRILLO PARK DRIVE SUITE 200 · SANTA ANA, CA 92701 | Loan Processing | $10,580 |
Filed as: LASALLE ST. SECURITIES, LLC Service code 22 940 N. INDUSTRIAL DR. · ELMHURST, IL 601261131 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,302 | $71,142-36.3% | $119,608-62.1% | $64,814-30.1% |
| Participation rate | 89.1% | 78.6%+10.5pp | 79.3%+9.8pp | 71.5%+17.6pp |
| Annual return | -15.24% | -10.01%-5.2pp | -14.98%-0.3pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,323 | $2,497-47.0% | $4,232-68.7% | $2,507-47.2% |
| Participant deferral / active EE | $3,262 | $4,490-27.3% | $5,601-41.8% | $4,310-24.3% |
| Admin fee / account holder | $14 | $162-91.6% | $10,326-99.9% | $188-92.8% |