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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $22,972 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ, SAPPER, & MILLER Service code 10 · EIN 35-2123203 | Accounting | $7,700 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 35-0874357 | Advisory (Plan) | $7,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.
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 | $31,283 | $72,177-56.7% | $115,038-72.8% | $59,633-47.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -12.93% | 12.02%-25.0pp | 26.14%-39.1pp | 2041.47%-2054.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,930 | $4,783+44.9% | $6,026+15.0% | $3,192+117.1% |
| Admin fee / account holder | $336 | $4,927-93.2% | $8,175-95.9% | $4,297-92.2% |