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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $40,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,436 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,558 |
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 | $64,856 | $64,612+0.4% | $86,438-25.0% | $64,819+0.1% |
| Participation rate | 76.4% | 81.5%-5.1pp | 80.3%-3.9pp | 71.5%+4.9pp |
| Annual return | -16.11% | 0.66%-16.8pp | 4397.19%-4413.3pp | 32.84%-48.9pp |
| Employer contribution / active EE | $3,125 | $2,744+13.9% | $3,769-17.1% | $2,507+24.7% |
| Participant deferral / active EE | $8,008 | $7,497+6.8% | $6,952+15.2% | $4,311+85.8% |
| Admin fee / account holder | $220 | $169+30.4% | $6,733-96.7% | $188+17.4% |