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 | $37,500 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 35-1357951 | Accounting | $14,175 |
Service code 11 · EIN 13-3689044 | Actuarial | $2,861 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 | Securities brokerage commissions and ... | $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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 9.84% | 10.93%-1.1pp | 10.16%-0.3pp | 13.95%-4.1pp |
| Employer contribution / active EE | $98,643 | $10,209+866.2% | $33,192+197.2% | $16,598+494.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |