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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INC Service code 16 · EIN 36-3194849 | Consulting | $46,750 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,335 | $46,697+48.5% | $117,533-41.0% | $68,486+1.2% |
| Participation rate | 66.1% | 56.8%+9.4pp | 70.6%-4.5pp | 67.9%-1.8pp |
| Annual return | -14.17% | -14.52%+0.3pp | 29.77%-43.9pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,463 | $2,637-6.6% | $4,072-39.5% | $4,028-38.8% |
| Admin fee / account holder | $384 | $4,023-90.5% | $5,647-93.2% | $5,404-92.9% |