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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $30,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,478 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,296 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,501 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,001 | $69,511-3.6% | $94,664-29.2% | $71,511-6.3% |
| Participation rate | 84.0% | 78.4%+5.5pp | 80.8%+3.1pp | 67.9%+16.0pp |
| Annual return | 19.49% | 29.67%-10.2pp | 156.84%-137.3pp | 28.86%-9.4pp |
| Employer contribution / active EE | $3,710 | $2,853+30.0% | $3,673+1.0% | $2,589+43.3% |
| Participant deferral / active EE | $8,739 | $7,348+18.9% | $7,417+17.8% | $4,291+103.7% |
| Admin fee / account holder | $178 | $1,211-85.3% | $7,222-97.5% | $1,588-88.8% |