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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 16 353 N. CLARK ST. · CHICAGO, IL 60654 | Consulting | $33,789 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $26,319 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $47,873 | $48,576-1.4% | $169,452-71.7% | $56,287-14.9% |
| Participation rate | 95.8% | 65.8%+30.0pp | 77.8%+18.0pp | 69.9%+25.9pp |
| Annual return | -4.07% | -2.51%-1.6pp | 1.83%-5.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $5,132 | $1,559+229.1% | $4,157+23.4% | $2,111+143.1% |
| Participant deferral / active EE | $9,335 | $3,275+185.0% | $5,277+76.9% | $3,350+178.7% |
| Admin fee / account holder | $220 | $435-49.4% | $9,110-97.6% | $521-57.7% |