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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $97,292 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,087 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $156,817 | $60,165+160.6% | $74,184+111.4% | $55,167+184.3% |
| Participation rate | 88.0% | 74.2%+13.9pp | 76.6%+11.4pp | 69.0%+19.0pp |
| Annual return | 114.20% | 10.00%+104.2pp | 17.74%+96.5pp | 169.23%-55.0pp |
| Employer contribution / active EE | $2,086 | $1,600+30.4% | $2,370-12.0% | $1,963+6.3% |
| Participant deferral / active EE | $7,009 | $2,973+135.8% | $3,550+97.5% | $3,054+129.5% |
| Admin fee / account holder | $236 | $419-43.7% | $5,586-95.8% | $504-53.2% |