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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 | Advisory (Plan) | $21,386 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $1,861 |
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.)
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 | $136,332 | $59,186+130.3% | $76,768+77.6% | $56,287+142.2% |
| Participation rate | 28.4% | 75.2%-46.8pp | 77.0%-48.6pp | 69.9%-41.5pp |
| Annual return | 8.20% | 6.62%+1.6pp | 2.43%+5.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,321 | $3,255-59.4% | $3,852-65.7% | $3,350-60.6% |
| Admin fee / account holder | $963 | $489+96.9% | $6,675-85.6% | $521+84.9% |