Filed December 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LASALLE ST SEC LLC Service code 22 · EIN 52-2175592 | Insurance Broker | $13,123 |
PENSION ASSURANCE LLP7+ years Filed as: KB PENSION SERVICES Service code 16 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · BRADENTON, FL 34202 | Consulting | $8,051 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,835 |
Service code 64 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,342 | $59,263-33.6% | $96,562-59.3% | $79,386-50.4% |
| Participation rate | 82.3% | 61.9%+20.4pp | 69.8%+12.5pp | 70.7%+11.6pp |
| Annual return | 12.68% | 27.07%-14.4pp | 37.78%-25.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $511 | $1,216-58.0% | $2,356-78.3% | $2,427-78.9% |
| Participant deferral / active EE | $4,233 | $2,948+43.6% | $3,849+10.0% | $4,046+4.6% |
| Admin fee / account holder | $45 | $658-93.2% | $6,181-99.3% | $626-92.8% |