Filed January 4, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-6429599 | Consulting | $50,000 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $15,450 |
Service code 11 · EIN 13-3689044 | Actuarial | $2,500 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.83% | -2.03%-0.8pp | -2.01%-0.8pp | 2.81%-5.6pp |
| Employer contribution / active EE | $10,913 | $9,185+18.8% | $34,453-68.3% | $16,358-33.3% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |