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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,259 |
Filed as: MESIOW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,903 | $60,545-52.3% | $92,240-68.7% | $69,631-58.5% |
| Participation rate | 62.6% | 72.2%-9.6pp | 76.5%-13.9pp | 70.7%-8.1pp |
| Annual return | 23.40% | 19.71%+3.7pp | 176.29%-152.9pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $1,329 | $2,633-49.5% | $3,680-63.9% | $2,032-34.6% |
| Participant deferral / active EE | $3,492 | $2,828+23.5% | $3,897-10.4% | $3,224+8.3% |
| Admin fee / account holder | $151 | $145+4.4% | $5,194-97.1% | $110+36.9% |