Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $38,379 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,257 |
Filed as: MESIROW FINANCIAL & INVESTMENT MANA Service code 27 · EIN 36-3429599 | Advisory (Plan) | $5,559 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,254 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $1,147 |
Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,011 | $54,590-92.7% | $81,926-95.1% | $73,493-94.5% |
| Participation rate | 74.8% | 68.3%+6.5pp | 72.0%+2.8pp | 70.7%+4.1pp |
| Annual return | 12.23% | 17.74%-5.5pp | 29.49%-17.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $140 | $1,636-91.4% | $4,310-96.7% | $2,270-93.8% |
| Participant deferral / active EE | $1,332 | $2,759-51.7% | $7,108-81.3% | $3,740-64.4% |
| Admin fee / account holder | $77 | $592-87.1% | $5,159-98.5% | $513-85.1% |