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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 99 · EIN 36-3194849 | Other Fees | $15,957 |
HESSEL & ASSOCIATES, LLC2 years Service code 49 | Other Services | $3,082 |
HESSEL & ASSOCIATES, LLC1 year Filed as: HESSEL AND ASSOCIATES, LLC Service code 49 · EIN 45-4090227 | Other Services | $1,353 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,248 | $57,541+34.2% | $95,740-19.3% | $75,173+2.8% |
| Participation rate | 95.2% | 62.5%+32.7pp | 72.3%+23.0pp | 67.2%+28.0pp |
| Annual return | 16.13% | 34.93%-18.8pp | 28.41%-12.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,723 | $1,808+50.6% | $2,836-4.0% | $2,671+1.9% |
| Participant deferral / active EE | $5,606 | $3,074+82.4% | $4,244+32.1% | $4,126+35.9% |
| Admin fee / account holder | $56 | $4,099-98.6% | $5,676-99.0% | $5,651-99.0% |