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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.5 years Service code 15 · EIN 36-3492086 | Recordkeeping | $29,940 |
Filed as: MESIROW FINANCIAL, INC. Service code 28 350 N CLARK ST · CHICAGO, IL 60654 | Investment Management | $23,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,890 | $54,193-19.0% | $93,606-53.1% | $77,643-43.5% |
| Participation rate | 45.0% | 63.9%-18.9pp | 68.7%-23.7pp | 70.6%-25.6pp |
| Annual return | 15.87% | 30.54%-14.7pp | 133.20%-117.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $968 | $1,168-17.1% | $2,420-60.0% | $2,726-64.5% |
| Participant deferral / active EE | $3,246 | $3,144+3.2% | $4,411-26.4% | $4,647-30.2% |
| Admin fee / account holder | $221 | $576-61.7% | $8,285-97.3% | $430-48.7% |