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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $21,877 |
Filed as: MESIROW FINANCIAL Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $17,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,296 | $79,223-44.1% | $102,460-56.8% | $74,478-40.5% |
| Participation rate | 49.5% | 74.8%-25.2pp | 76.5%-27.0pp | 67.2%-17.7pp |
| Annual return | 20.56% | 54.98%-34.4pp | 29.47%-8.9pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $1,315 | $2,363-44.4% | $3,025-56.5% | $2,626-49.9% |
| Participant deferral / active EE | $2,085 | $4,417-52.8% | $5,056-58.8% | $4,350-52.1% |
| Admin fee / account holder | $566 | $2,003-71.8% | $9,460-94.0% | $1,946-70.9% |