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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $45,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $731 |
Employer 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.)
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 | $82,256 | $63,924+28.7% | $108,582-24.2% | $55,167+49.1% |
| Participation rate | 80.8% | 74.3%+6.5pp | 79.6%+1.3pp | 69.0%+11.8pp |
| Annual return | 13.04% | 15.31%-2.3pp | -51.70%+64.7pp | 169.23%-156.2pp |
| Employer contribution / active EE | $324 | $1,879-82.7% | $3,758-91.4% | $1,963-83.5% |
| Participant deferral / active EE | $5,515 | $3,067+79.9% | $4,311+27.9% | $3,054+80.6% |
| Admin fee / account holder | $386 | $618-37.5% | $7,645-95.0% | $504-23.4% |