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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC. Service code 27 353 N. CLARK ST. · CHICAGO, IL 60654 | Advisory (Plan) | $39,982 |
HESSEL & ASSOCIATES, LLC4 years Filed as: HESSEL & ASSOCIATES LLC Service code 13 ONE OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $12,050 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,381 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,515 | $106,247-43.0% | $147,096-58.9% | $77,714-22.1% |
| Participation rate | 83.9% | 78.4%+5.5pp | 82.2%+1.7pp | 70.6%+13.3pp |
| Annual return | 22.29% | 56.87%-34.6pp | 419.75%-397.5pp | 31.26%-9.0pp |
| Employer contribution / active EE | $3,901 | $4,069-4.1% | $4,936-21.0% | $2,727+43.1% |
| Participant deferral / active EE | $12,120 | $7,996+51.6% | $8,071+50.2% | $4,649+160.7% |
| Admin fee / account holder | $90 | $338-73.5% | $13,005-99.3% | $433-79.3% |