Filed March 8, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,499 |
Service code 26 | Advisory (Participants) | $8,574 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGMT Service code 26 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $7,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,005 | $55,437+51.5% | $155,534-46.0% | $74,459+12.8% |
| Participation rate | 68.0% | 61.9%+6.1pp | 78.2%-10.2pp | 67.2%+0.8pp |
| Annual return | 18.30% | 269.58%-251.3pp | 64.92%-46.6pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $272 | $2,266-88.0% | $4,675-94.2% | $2,626-89.6% |
| Participant deferral / active EE | $5,548 | $2,837+95.6% | $5,630-1.5% | $4,350+27.6% |
| Admin fee / account holder | $64 | $1,742-96.3% | $15,900-99.6% | $1,945-96.7% |