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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $31,248 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $12,031 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,187 | $125,797+99.7% | $170,043+47.7% | $75,173+234.1% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 20.94% | 27.20%-6.3pp | 53.40%-32.5pp | 160.72%-139.8pp |
| Employer contribution / active EE | $8,088 | $4,616+75.2% | $6,790+19.1% | $2,671+202.8% |
| Participant deferral / active EE | $16,171 | $6,838+136.5% | $10,410+55.3% | $4,126+291.9% |
| Admin fee / account holder | $13 | $8,177-99.8% | $12,824-99.9% | $5,651-99.8% |