Filed January 4, 2019 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $54,004 |
Filed as: MESIROW FINANCIAL Service code 16 · EIN 36-3429599 | Consulting | $39,266 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $37,675 |
NATIONAL FINANCIAL SERVICES4+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,628 | $37,196-31.1% | $154,108-83.4% | $55,725-54.0% |
| Participation rate | 49.2% | 64.1%-14.9pp | 83.0%-33.8pp | 70.9%-21.7pp |
| Annual return | -4.31% | 1319.68%-1324.0pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1 | $1,614-99.9% | $5,298-100.0% | $2,078-99.9% |
| Participant deferral / active EE | $2,232 | $2,068+7.9% | $5,081-56.1% | $3,356-33.5% |
| Admin fee / account holder | $170 | $102+67.0% | $13,411-98.7% | $115+47.3% |