Filed May 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $42,086 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,832 |
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 | $118,739 | $91,407+29.9% | $135,903-12.6% | $71,457+66.2% |
| Participation rate | 87.5% | 75.7%+11.8pp | 81.9%+5.6pp | 67.9%+19.6pp |
| Annual return | 17.49% | 29.90%-12.4pp | 68.23%-50.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,883 | $3,703-49.2% | $4,856-61.2% | $2,588-27.2% |
| Participant deferral / active EE | $12,418 | $7,092+75.1% | $7,758+60.1% | $4,289+189.5% |
| Admin fee / account holder | $324 | $1,266-74.4% | $10,762-97.0% | $1,587-79.6% |