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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714324 | Accounting | $18,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,143 | $61,616-5.6% | $105,754-45.0% | $55,167+5.4% |
| Participation rate | 36.5% | 72.9%-36.4pp | 78.9%-42.4pp | 69.0%-32.5pp |
| Annual return | 8.98% | 11.15%-2.2pp | 12.25%-3.3pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,503 | $4,213-40.6% | $5,326-53.0% | $3,054-18.0% |
| Admin fee / account holder | $170 | $379-55.1% | $8,309-98.0% | $504-66.3% |