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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 35-0874357 | Advisory (Plan) | $19,673 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $16,619 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,251 | $76,551-59.2% | $123,894-74.8% | $62,881-50.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.23% | 18.68%-19.9pp | 47.52%-48.8pp | 20.14%-21.4pp |
| Employer contribution / active EE | $3 | $2,882-99.9% | $4,617-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $7,434 | $4,840+53.6% | $5,984+24.2% | $3,203+132.1% |
| Admin fee / account holder | $333 | $4,826-93.1% | $8,357-96.0% | $4,296-92.3% |