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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,531 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL Service code 10 · EIN 75-0786316 | Accounting | $18,375 |
RMB CAPITAL MANAGEMENT LLC3 years Filed as: RMB CAPITAL MANAGEMENT, LLC Service code 27 · EIN 45-2322530 | Advisory (Plan) | $8,547 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,669 | $50,919-47.6% | $155,556-82.9% | $77,762-65.7% |
| Participation rate | 21.1% | 63.1%-42.0pp | 78.2%-57.2pp | 70.6%-49.5pp |
| Annual return | 12.65% | 34.84%-22.2pp | 64.84%-52.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $330 | $1,991-83.4% | $4,675-92.9% | $2,728-87.9% |
| Participant deferral / active EE | $674 | $2,824-76.1% | $5,631-88.0% | $4,651-85.5% |
| Admin fee / account holder | $302 | $437-30.9% | $15,885-98.1% | $433-30.3% |