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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,241 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $14,617 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,351 | $78,607-34.7% | $105,624-51.4% | $74,478-31.1% |
| Participation rate | 73.9% | 72.8%+1.1pp | 75.3%-1.4pp | 67.2%+6.7pp |
| Annual return | 7.45% | 15.96%-8.5pp | 116.20%-108.8pp | 1370.56%-1363.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,646 | $4,325-61.9% | $5,013-67.2% | $4,350-62.2% |
| Admin fee / account holder | $332 | $2,220-85.0% | $10,961-97.0% | $1,946-82.9% |