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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,225 |
Filed as: MESIROW FINANCIAL Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $14,822 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,535 | $91,439-33.8% | $135,974-55.5% | $71,511-15.3% |
| Participation rate | 84.5% | 75.7%+8.8pp | 81.9%+2.5pp | 67.9%+16.5pp |
| Annual return | 22.77% | 29.90%-7.1pp | 68.30%-45.5pp | 28.86%-6.1pp |
| Employer contribution / active EE | $4,296 | $3,705+16.0% | $4,859-11.6% | $2,589+65.9% |
| Participant deferral / active EE | $10,900 | $7,093+53.7% | $7,760+40.5% | $4,291+154.0% |
| Admin fee / account holder | $45 | $1,267-96.4% | $10,767-99.6% | $1,588-97.1% |