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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 | Advisory (Plan) | $13,588 |
Filed as: ABG OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $265 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,958 | $73,638+95.5% | $95,960+50.0% | $73,493+95.9% |
| Participation rate | 25.4% | 76.2%-50.7pp | 77.1%-51.6pp | 70.7%-45.2pp |
| Annual return | 8.26% | 16.78%-8.5pp | 91.63%-83.4pp | 28.51%-20.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,491 | $3,617-58.8% | $4,167-64.2% | $3,740-60.1% |
| Admin fee / account holder | $652 | $482+35.3% | $6,797-90.4% | $513+27.1% |