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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $15,800 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,911 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,586 | $69,305-51.5% | $82,312-59.2% | $69,631-51.8% |
| Participation rate | 82.3% | 80.3%+2.0pp | 76.9%+5.4pp | 70.7%+11.6pp |
| Annual return | 18.46% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $454 | $1,887-75.9% | $2,428-81.3% | $2,032-77.7% |
| Participant deferral / active EE | $1,897 | $3,568-46.8% | $3,706-48.8% | $3,224-41.1% |
| Admin fee / account holder | $46 | $97-52.8% | $5,608-99.2% | $110-58.5% |