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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,639 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $2,844 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $48,064-100.0% | $78,778-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.2%-69.2pp | 70.7%-70.7pp |
| Annual return | 15.13% | 21.81%-6.7pp | 35.62%-20.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $291 | $744-60.9% | $1,986-85.3% | $2,032-85.7% |
| Participant deferral / active EE | $843 | $2,079-59.5% | $2,958-71.5% | $3,224-73.9% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |