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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 | Advisory (Participants) | $15,916 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,239 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,712 | $63,314-29.4% | $91,004-50.9% | $62,293-28.2% |
| Participation rate | 85.4% | 73.3%+12.0pp | 75.6%+9.7pp | 69.5%+15.8pp |
| Annual return | 12.94% | 21.00%-8.1pp | 4.60%+8.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,366 | $2,944-19.6% | $3,548-33.3% | $3,169-25.3% |
| Admin fee / account holder | $133 | $468-71.5% | $5,417-97.5% | $479-72.2% |