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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $183,203 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 35-0874357 | Advisory (Plan) | $42,500 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-2123203 | Accounting | $14,600 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $460,888 | $155,795+195.8% | $136,298+238.1% | $69,634+561.9% |
| Participation rate | 99.5% | 75.2%+24.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 15.50% | 232464.33%-232448.8pp | 5156.27%-5140.8pp | 27572.26%-27556.8pp |
| Employer contribution / active EE | $18,079 | $2,991+504.5% | $4,696+285.0% | $2,032+789.6% |
| Participant deferral / active EE | $12,216 | $5,394+126.5% | $6,247+95.5% | $3,224+278.9% |
| Admin fee / account holder | $417 | $128+225.3% | $9,244-95.5% | $110+277.8% |