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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 | Advisory (Participants) | $18,814 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $69,260 | $80,753-14.2% | $136,298-49.2% | $62,293+11.2% |
| Participation rate | 47.7% | 73.5%-25.8pp | 81.9%-34.2pp | 69.5%-21.8pp |
| Annual return | 14.04% | 35.83%-21.8pp | 5156.27%-5142.2pp | 28.90%-14.9pp |
| Employer contribution / active EE | $64 | $2,884-97.8% | $4,696-98.6% | $2,042-96.9% |
| Participant deferral / active EE | $2,458 | $5,164-52.4% | $6,247-60.6% | $3,169-22.4% |
| Admin fee / account holder | $240 | $525-54.3% | $9,244-97.4% | $479-49.9% |