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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP4 years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $17,910 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
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 | $43,487 | $79,519-45.3% | $95,956-54.7% | $73,412-40.8% |
| Participation rate | 72.2% | 81.2%-8.9pp | 77.1%-4.8pp | 72.2%+0.1pp |
| Annual return | 19.84% | 19.20%+0.6pp | 91.63%-71.8pp | 59.30%-39.5pp |
| Employer contribution / active EE | $476 | $2,048-76.8% | $2,541-81.3% | $2,234-78.7% |
| Participant deferral / active EE | $2,055 | $4,138-50.3% | $4,167-50.7% | $3,806-46.0% |
| Admin fee / account holder | $33 | $184-82.3% | $6,797-99.5% | $158-79.4% |