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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $50,502 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,928 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 14.84% | 38.09%-23.2pp | -100.31%+115.2pp | 16.32%-1.5pp |
| Employer contribution / active EE | $3,758 | $10,322-63.6% | $18,686-79.9% | $17,007-77.9% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |