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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 | $106,230-43.0% | $147,080-58.9% | $77,736-22.2% |
| Participation rate | 83.9% | 78.4%+5.5pp | 82.2%+1.7pp | 70.6%+13.3pp |
| Annual return | 22.29% | 56.91%-34.6pp | 420.17%-397.9pp | 31.26%-9.0pp |
| Employer contribution / active EE | $3,901 | $4,072-4.2% | $4,933-20.9% | $2,728+43.0% |
| Participant deferral / active EE | $12,120 | $8,001+51.5% | $8,066+50.3% | $4,651+160.6% |
| Admin fee / account holder | $90 | $338-73.5% | $12,989-99.3% | $433-79.3% |