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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 99 · EIN 36-3194849 | Other Fees | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $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 | $60,592 | $66,402-8.7% | $109,895-44.9% | $85,856-29.4% |
| Participation rate | 94.0% | 63.9%+30.1pp | 74.2%+19.8pp | 69.3%+24.7pp |
| Annual return | 13.91% | 19.59%-5.7pp | 29.46%-15.6pp | 318.58%-304.7pp |
| Employer contribution / active EE | $4,848 | $1,687+187.3% | $2,843+70.5% | $2,565+89.0% |
| Participant deferral / active EE | $3,445 | $2,842+21.2% | $4,049-14.9% | $3,952-12.8% |
| Admin fee / account holder | $45 | $4,557-99.0% | $6,067-99.3% | $6,261-99.3% |