Filed January 4, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $50,072 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-6429599 | Consulting | $30,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -2.30% | -2.51%+0.2pp | -102.04%+99.7pp | -0.69%-1.6pp |
| Employer contribution / active EE | $3,968 | $11,346-65.0% | $36,232-89.0% | $16,786-76.4% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |