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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 | $8,059 |
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 | $86,109 | $90,617-5.0% | $79,476+8.3% | $135,382-36.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.27% | 977.57%-985.8pp | 718.21%-726.5pp | 519.77%-528.0pp |
| Employer contribution / active EE | $5,085 | $3,068+65.8% | $2,800+81.6% | $4,779+6.4% |
| Participant deferral / active EE | $7,742 | $4,050+91.1% | $3,704+109.0% | $5,609+38.0% |
| Admin fee / account holder | $19 | $5,907-99.7% | $5,113-99.6% | $10,829-99.8% |