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| Provider | Service type | Compensation |
|---|---|---|
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $51,477 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,660 | $110,282-64.0% | $102,438-61.3% | $199,768-80.1% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 13.96% | 35.75%-21.8pp | 29.37%-15.4pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,948 | $3,603+9.6% | $3,024+30.6% | $3,037+30.0% |
| Participant deferral / active EE | $4,374 | $6,376-31.4% | $5,054-13.4% | $5,090-14.0% |
| Admin fee / account holder | $35 | $122-71.4% | $9,448-99.6% | $269-87.0% |