Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,869 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $14,908 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,406 | $93,131+44.3% | $106,548+26.1% | $86,799+54.8% |
| Participation rate | 94.6% | 81.4%+13.2pp | 76.1%+18.5pp | 72.3%+22.4pp |
| Annual return | 16.17% | 19.45%-3.3pp | 26.80%-10.6pp | 97.91%-81.7pp |
| Employer contribution / active EE | $5,176 | $2,895+78.8% | $2,819+83.6% | $2,405+115.2% |
| Participant deferral / active EE | $8,549 | $4,708+81.6% | $4,398+94.4% | $4,131+106.9% |
| Admin fee / account holder | $99 | $145-31.9% | $7,407-98.7% | $170-41.7% |