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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $9,203 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,320 | $69,774-63.7% | $67,575-62.5% | $74,459-66.0% |
| Participation rate | 98.1% | 71.4%+26.7pp | 72.9%+25.2pp | 67.2%+30.8pp |
| Annual return | 11.38% | -40.53%+51.9pp | 3528.98%-3517.6pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,606 | $2,710-40.7% | $2,736-41.3% | $2,626-38.8% |
| Participant deferral / active EE | $475 | $3,636-86.9% | $4,003-88.1% | $4,350-89.1% |
| Admin fee / account holder | $43 | $890-95.2% | $3,993-98.9% | $1,945-97.8% |