Filed January 4, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $53,682 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $35,927 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,730 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
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 commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,636 | $37,117-41.7% | $147,617-85.3% | $55,191-60.8% |
| Participation rate | 49.2% | 63.6%-14.4pp | 84.6%-35.4pp | 69.2%-20.0pp |
| Annual return | -0.40% | 3.44%-3.8pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $489 | $1,620-69.8% | $5,564-91.2% | $1,899-74.2% |
| Participant deferral / active EE | $2,006 | $1,985+1.1% | $4,895-59.0% | $3,046-34.1% |
| Admin fee / account holder | $156 | $86+81.8% | $11,612-98.7% | $91+71.4% |