Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,027 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $29,834 |
MCM CPAS & ADVISORS LLP2 years Service code 15 · EIN 27-1235638 | Recordkeeping | $2,400 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,640 |
MCM CPAS & ADVISORS LLP3 years Filed as: MCM CPAS & ADVISORS Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,345 | $76,696+6.1% | $96,515-15.7% | $71,511+13.8% |
| Participation rate | 66.0% | 66.6%-0.5pp | 74.3%-8.3pp | 67.9%-1.9pp |
| Annual return | 15.12% | 48.32%-33.2pp | 35.73%-20.6pp | 28.86%-13.7pp |
| Employer contribution / active EE | $2,648 | $3,032-12.7% | $3,740-29.2% | $2,589+2.3% |
| Participant deferral / active EE | $6,179 | $3,770+63.9% | $4,880+26.6% | $4,291+44.0% |
| Admin fee / account holder | $399 | $2,030-80.4% | $6,735-94.1% | $1,588-74.9% |