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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.2 years Service code 15 · EIN 36-3492086 | Recordkeeping | $25,371 |
Filed as: MESIROW FINANCIAL, INC. Service code 28 350 N CLARK ST · CHICAGO, IL 60654 | Investment Management | $10,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,391 | $59,220-40.2% | $96,570-63.4% | $79,391-55.4% |
| Participation rate | 62.7% | 61.9%+0.8pp | 69.8%-7.1pp | 70.7%-8.0pp |
| Annual return | 7.57% | 27.08%-19.5pp | 37.79%-30.2pp | 116.88%-109.3pp |
| Employer contribution / active EE | $1,154 | $1,216-5.1% | $2,357-51.1% | $2,428-52.5% |
| Participant deferral / active EE | $3,571 | $2,948+21.1% | $3,849-7.2% | $4,046-11.7% |
| Admin fee / account holder | $229 | $659-65.2% | $6,182-96.3% | $627-63.4% |