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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,507 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $28,140 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $7,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,805 | $101,591+5.1% | $147,096-27.4% | $74,429+43.5% |
| Participation rate | 65.5% | 75.5%-10.1pp | 82.2%-16.7pp | 67.2%-1.8pp |
| Annual return | 13.78% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $804 | $3,813-78.9% | $4,936-83.7% | $2,625-69.4% |
| Participant deferral / active EE | $6,182 | $7,302-15.3% | $8,071-23.4% | $4,348+42.2% |
| Admin fee / account holder | $393 | $1,750-77.5% | $13,005-97.0% | $1,944-79.8% |