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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $17,992 |
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $10,801 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $2,964 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,560 | $65,376-54.8% | $87,100-66.1% | $65,185-54.7% |
| Participation rate | 60.9% | 75.3%-14.5pp | 76.9%-16.0pp | 70.2%-9.3pp |
| Annual return | 24.68% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,031 | $1,822-43.5% | $2,521-59.1% | $2,177-52.7% |
| Participant deferral / active EE | $1,428 | $3,388-57.9% | $4,049-64.7% | $3,514-59.4% |
| Admin fee / account holder | $229 | $520-56.0% | $7,497-96.9% | $847-73.0% |