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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 51 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Mgmt Fees | $55,708 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,924 |
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $25,186 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,242 | $90,064-13.1% | $100,392-22.1% | $77,736+0.7% |
| Participation rate | 88.6% | 81.3%+7.3pp | 81.5%+7.1pp | 70.6%+18.0pp |
| Annual return | 13.90% | 20.61%-6.7pp | 49.45%-35.6pp | 31.26%-17.4pp |
| Employer contribution / active EE | $556 | $3,043-81.7% | $3,941-85.9% | $2,728-79.6% |
| Participant deferral / active EE | $3,278 | $8,282-60.4% | $8,090-59.5% | $4,651-29.5% |
| Admin fee / account holder | $341 | $172+98.0% | $7,904-95.7% | $433-21.4% |