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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD N.E. · CEDAR RAPIDS, IA 52499 | Recordkeeping | $4,043 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,762 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,577 | $71,873+10.7% | $86,698-8.2% | $68,490+16.2% |
| Participation rate | 87.4% | 72.2%+15.1pp | 76.6%+10.8pp | 67.9%+19.5pp |
| Annual return | -16.36% | 3.54%-19.9pp | 35.96%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,862 | $2,173-14.3% | $2,837-34.4% | $2,597-28.3% |
| Participant deferral / active EE | $5,651 | $3,779+49.5% | $4,656+21.4% | $4,028+40.3% |
| Admin fee / account holder | $57 | $6,110-99.1% | $7,492-99.2% | $5,403-98.9% |