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| Provider | Service type | Compensation |
|---|---|---|
OSBORNE & ASSOCIATES, INC.4 years Filed as: OSBORNE & ASSOCIATES INC Service code 15 · EIN 77-0573145 | Recordkeeping | $42,098 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,424 |
ATHERTON & ASSOCIATES LLP4 years Service code 10 · EIN 94-1239084 | Accounting | $7,250 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $99 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,507 | $73,638-57.2% | $95,964-67.2% | $73,497-57.1% |
| Participation rate | 94.9% | 76.2%+18.7pp | 77.1%+17.8pp | 70.7%+24.2pp |
| Annual return | 33.01% | 16.78%+16.2pp | 91.64%-58.6pp | 28.51%+4.5pp |
| Employer contribution / active EE | $1,360 | $1,863-27.0% | $2,541-46.5% | $2,270-40.1% |
| Participant deferral / active EE | $4,991 | $3,617+38.0% | $4,167+19.8% | $3,740+33.4% |
| Admin fee / account holder | $34 | $482-92.9% | $6,797-99.5% | $513-93.3% |