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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 | Advisory (Participants) | $17,407 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,189 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,204 | $66,319-25.8% | $93,621-47.4% | $65,185-24.5% |
| Participation rate | 77.7% | 74.0%+3.7pp | 75.8%+1.9pp | 70.2%+7.5pp |
| Annual return | 18.80% | 42.59%-23.8pp | 32.76%-14.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,273 | $3,343-32.0% | $4,070-44.2% | $3,514-35.3% |
| Admin fee / account holder | $148 | $6,900-97.9% | $7,890-98.1% | $847-82.5% |