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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $24,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,035 |
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 | $116,417 | $62,324+86.8% | $68,509+69.9% | $55,191+110.9% |
| Participation rate | 98.6% | 78.9%+19.7pp | 74.7%+23.9pp | 69.2%+29.4pp |
| Annual return | 0.31% | 4.26%-3.9pp | 8.27%-8.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $11,409 | $2,223+413.3% | $2,278+400.9% | $1,899+500.9% |
| Participant deferral / active EE | $7,567 | $3,425+120.9% | $3,382+123.7% | $3,046+148.4% |
| Admin fee / account holder | $8 | $91-91.2% | $5,275-99.8% | $91-91.2% |