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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL FIDUCIARY SERVICE Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $10,845 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $5,847 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,786 | $64,176-67.6% | $112,263-81.5% | $66,949-69.0% |
| Participation rate | 15.3% | 68.4%-53.1pp | 75.1%-59.7pp | 69.8%-54.5pp |
| Annual return | -22.58% | -13.80%-8.8pp | 27.49%-50.1pp | 1.57%-24.2pp |
| Employer contribution / active EE | $586 | $3,007-80.5% | $3,636-83.9% | $2,545-77.0% |
| Participant deferral / active EE | $1,052 | $3,694-71.5% | $4,729-77.8% | $4,239-75.2% |
| Admin fee / account holder | $172 | $626-72.5% | $6,410-97.3% | $594-71.1% |