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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS2+ years Service code 15 · EIN 35-2467663 | Recordkeeping | $39,457 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,431 |
C1 year Service code 63 | 12b-1 Fees | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Filed as: MESIROW FINANCIAL INVESTMENTS MANAG Service code 50 | Direct Payment | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,144 | $58,895+15.7% | $178,503-61.8% | $73,497-7.3% |
| Participation rate | 83.7% | 66.2%+17.5pp | 81.9%+1.8pp | 70.7%+13.0pp |
| Annual return | 11.97% | 24.86%-12.9pp | 151.12%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,355 | $2,236-39.4% | $5,011-73.0% | $2,270-40.3% |
| Participant deferral / active EE | $4,243 | $2,567+65.3% | $5,202-18.4% | $3,740+13.5% |
| Admin fee / account holder | $679 | $400+69.5% | $13,987-95.1% | $513+32.2% |