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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $45,152 |
Filed as: MESIROW FINANCIAL Service code 16 353 N. CLARK ST. · CHICAGO, IL 60654 | Consulting | $8,335 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,132 | $50,898-40.8% | $171,082-82.4% | $55,167-45.4% |
| Participation rate | 98.5% | 63.3%+35.2pp | 76.7%+21.8pp | 69.0%+29.5pp |
| Annual return | 8.06% | 15.34%-7.3pp | 32.56%-24.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $7,411 | $1,433+417.1% | $4,002+85.2% | $1,963+277.6% |
| Participant deferral / active EE | $13,791 | $2,994+360.6% | $4,797+187.5% | $3,054+351.5% |
| Admin fee / account holder | $131 | $500-73.8% | $8,520-98.5% | $504-74.0% |