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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $21,647 |
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $17,271 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,707 | $65,453-56.1% | $86,698-66.9% | $66,938-57.1% |
| Participation rate | 56.3% | 75.5%-19.2pp | 76.6%-20.3pp | 69.8%-13.6pp |
| Annual return | -21.37% | -10.89%-10.5pp | 35.95%-57.3pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,153 | $2,154-46.5% | $2,837-59.4% | $2,545-54.7% |
| Participant deferral / active EE | $1,915 | $4,102-53.3% | $4,656-58.9% | $4,238-54.8% |
| Admin fee / account holder | $327 | $642-49.1% | $7,493-95.6% | $594-45.0% |