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 | $14,443 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,493 |
WATKINS ROSS2 years Filed as: WATKINS ROSS & CO. Service code 15 · EIN 38-1477362 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $170,591 | $123,793+37.8% | $177,840-4.1% | $79,852+113.6% |
| Participation rate | 82.6% | 84.7%-2.1pp | 87.7%-5.2pp | 69.6%+12.9pp |
| Annual return | 9.06% | 22.82%-13.8pp | 48.32%-39.3pp | 31.72%-22.7pp |
| Employer contribution / active EE | $4,011 | $4,095-2.1% | $5,919-32.2% | $2,471+62.3% |
| Participant deferral / active EE | $4,756 | $5,956-20.1% | $7,714-38.3% | $3,740+27.2% |
| Admin fee / account holder | $205 | $7,243-97.2% | $12,431-98.3% | $5,306-96.1% |