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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW Service code 15 · EIN 36-3429599 | Recordkeeping | $27,444 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $10,772 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $7,083 |
Filed as: RELIASTAR LIFE INS CO Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,555 | $46,325-59.9% | $143,788-87.1% | $64,814-71.4% |
| Participation rate | 82.9% | 64.2%+18.6pp | 80.3%+2.5pp | 71.5%+11.4pp |
| Annual return | -10.48% | -10.05%-0.4pp | -0.03%-10.5pp | 32.84%-43.3pp |
| Employer contribution / active EE | $2,574 | $1,911+34.7% | $4,952-48.0% | $2,507+2.7% |
| Participant deferral / active EE | $1,013 | $2,647-61.7% | $5,638-82.0% | $4,310-76.5% |
| Admin fee / account holder | $96 | $154-37.5% | $14,675-99.3% | $188-48.8% |