Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,494 |
DUFFY KRUSPODIN LLP1+ years Filed as: DUFFY KRUSPONDIN & COMPANY, LLP Service code 10 · EIN 95-4244393 | Accounting | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,399 | $22,714+262.8% | $59,496+38.5% | $55,191+49.3% |
| Participation rate | 12.9% | 37.5%-24.6pp | 54.6%-41.7pp | 69.2%-56.3pp |
| Annual return | -3.56% | -44.01%+40.4pp | 182.05%-185.6pp | 10.78%-14.3pp |
| Employer contribution / active EE | $94 | $418-77.6% | $1,153-91.9% | $1,899-95.1% |
| Participant deferral / active EE | $1,086 | $843+28.8% | $1,829-40.6% | $3,046-64.3% |
| Admin fee / account holder | $567 | $83+580.3% | $2,232-74.6% | $91+524.5% |