Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,858 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $31,449 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,162 | $50,458-62.0% | $160,009-88.0% | $64,819-70.4% |
| Participation rate | 91.0% | 68.0%+23.0pp | 78.0%+13.1pp | 71.5%+19.6pp |
| Annual return | -14.76% | -13.42%-1.3pp | 408.85%-423.6pp | 32.84%-47.6pp |
| Employer contribution / active EE | $2,611 | $1,722+51.6% | $4,225-38.2% | $2,507+4.2% |
| Participant deferral / active EE | $7,172 | $4,004+79.1% | $6,183+16.0% | $4,311+66.4% |
| Admin fee / account holder | $168 | $706-76.2% | $8,715-98.1% | $188-10.6% |