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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INV MGMT INC Service code 16 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,112 | $90,486-31.4% | $78,676-21.1% | $273,972-77.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.12% | 75.62%-65.5pp | 62.19%-52.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $4,892 | $3,175+54.1% | $2,850+71.6% | $4,869+0.5% |
| Participant deferral / active EE | $6,910 | $3,901+77.1% | $3,517+96.5% | $5,287+30.7% |
| Admin fee / account holder | $1,325 | $5,263-74.8% | $4,510-70.6% | $10,133-86.9% |