Filed July 11, 2018 (most recent of 6 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,645 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $15,850 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,262 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,377 | $100,272-59.7% | $170,057-76.3% | $74,473-45.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.81% | 66.12%-47.3pp | 53.42%-34.6pp | 34.36%-15.5pp |
| Employer contribution / active EE | $2,818 | $4,266-33.9% | $6,790-58.5% | $2,638+6.8% |
| Participant deferral / active EE | $3,778 | $7,147-47.1% | $10,411-63.7% | $4,530-16.6% |
| Admin fee / account holder | $124 | $235-47.2% | $12,826-99.0% | $347-64.3% |