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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $15,994 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,563 | $76,050-49.3% | $96,544-60.1% | $71,457-46.0% |
| Participation rate | 62.0% | 74.4%-12.4pp | 76.0%-14.0pp | 67.9%-5.9pp |
| Annual return | 15.44% | 22.81%-7.4pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $380 | $2,244-83.1% | $2,965-87.2% | $2,588-85.3% |
| Participant deferral / active EE | $3,190 | $4,215-24.3% | $4,851-34.2% | $4,289-25.6% |
| Admin fee / account holder | $104 | $2,707-96.1% | $8,252-98.7% | $1,587-93.4% |