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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $101,205 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $13,906 |
THE LIBMAN ACTUARIAL GROUP, INC.1+ years Service code 11 · EIN 34-1635800 | Actuarial | $11,300 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS, BOCKIUS Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $8,502 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -4.44% | -1.73%-2.7pp | -3.43%-1.0pp | -7.14%+2.7pp |
| Employer contribution / active EE | $8,277 | $18,310-54.8% | $25,607-67.7% | $14,613-43.4% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |