Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,601 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,349 | $65,435+73.2% | $86,677+30.8% | $66,914+69.4% |
| Participation rate | 97.9% | 75.5%+22.4pp | 76.6%+21.3pp | 69.8%+28.1pp |
| Annual return | -14.66% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,762 | $2,153-18.2% | $2,836-37.9% | $2,544-30.7% |
| Participant deferral / active EE | $4,553 | $4,100+11.0% | $4,656-2.2% | $4,237+7.5% |
| Admin fee / account holder | $332 | $642-48.2% | $7,493-95.6% | $593-44.0% |