Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INV MGMT, INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $7,561 |
AMERITAS LIFE INSURANCE CORP10+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $3,467 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,600 | $89,436-37.8% | $164,813-66.3% | $77,643-28.4% |
| Participation rate | 78.2% | 78.6%-0.4pp | 78.6%-0.4pp | 70.6%+7.6pp |
| Annual return | 14.26% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,608 | $2,569-37.4% | $4,341-63.0% | $2,726-41.0% |
| Participant deferral / active EE | $4,243 | $4,897-13.4% | $6,031-29.7% | $4,647-8.7% |
| Admin fee / account holder | $30 | $339-91.1% | $12,690-99.8% | $430-93.0% |