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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 | $94,248 | $99,011-4.8% | $86,582+8.9% | $147,586-36.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.91% | 1312.75%-1291.8pp | 965.08%-944.2pp | 578.59%-557.7pp |
| Employer contribution / active EE | $5,418 | $3,132+73.0% | $2,839+90.8% | $4,876+11.1% |
| Participant deferral / active EE | $8,047 | $3,972+102.6% | $3,609+123.0% | $5,439+48.0% |
| Admin fee / account holder | $12,762 | $5,709+123.5% | $4,904+160.2% | $10,886+17.2% |