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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 | Advisory (Plan) | $21,041 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $16,088 |
Filed as: CBIZ Service code 27 · EIN 34-1853929 | Advisory (Plan) | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,730 | $64,909+102.9% | $82,312+60.0% | $62,293+111.5% |
| Participation rate | 30.7% | 74.9%-44.1pp | 76.9%-46.2pp | 69.5%-38.8pp |
| Annual return | 9.36% | 21.18%-11.8pp | 25.88%-16.5pp | 28.90%-19.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,130 | $3,103-63.6% | $3,706-69.5% | $3,169-64.3% |
| Admin fee / account holder | $603 | $440+37.1% | $5,608-89.3% | $479+25.7% |