Filed April 17, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,448 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,401 |
WATKINS ROSS1 year Filed as: WATKINS ROSS & CO. Service code 15 · EIN 38-1477362 | Recordkeeping | $1,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,498 | $109,359+40.4% | $162,171-5.3% | $72,983+110.3% |
| Participation rate | 71.1% | 84.3%-13.1pp | 87.6%-16.4pp | 69.5%+1.6pp |
| Annual return | 19.30% | 25.46%-6.2pp | 115.60%-96.3pp | 81.01%-61.7pp |
| Employer contribution / active EE | $3,168 | $3,907-18.9% | $5,613-43.6% | $2,440+29.8% |
| Participant deferral / active EE | $4,210 | $5,481-23.2% | $7,297-42.3% | $3,608+16.7% |
| Admin fee / account holder | $188 | $7,972-97.6% | $10,843-98.3% | $5,124-96.3% |