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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,033 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $18,840 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $10,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,747 | $129,227-65.4% | $184,256-75.7% | $77,762-42.5% |
| Participation rate | 54.9% | 87.4%-32.5pp | 86.8%-31.9pp | 70.6%-15.7pp |
| Annual return | 24.02% | 33.24%-9.2pp | 28.85%-4.8pp | 31.27%-7.3pp |
| Employer contribution / active EE | $1,942 | $4,412-56.0% | $6,427-69.8% | $2,728-28.8% |
| Participant deferral / active EE | $3,768 | $7,307-48.4% | $9,133-58.7% | $4,651-19.0% |
| Admin fee / account holder | $176 | $256-31.1% | $13,899-98.7% | $433-59.3% |