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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,001 |
Service code 15 · EIN 77-0536417 | Recordkeeping | $5,835 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,111 |
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 | $109,248 | $43,504+151.1% | $68,612+59.2% | $56,287+94.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -3.96% | -3.15%-0.8pp | -4.63%+0.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,039 | $1,525+99.2% | $2,625+15.8% | $2,111+44.0% |
| Participant deferral / active EE | $6,126 | $2,509+144.2% | $3,311+85.0% | $3,350+82.9% |
| Admin fee / account holder | $42 | $515-91.8% | $5,131-99.2% | $521-91.9% |