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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,846 |
RSM US LLP1 year Filed as: RSM US WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $14,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $69,828 | $59,186+18.0% | $76,768-9.0% | $56,287+24.1% |
| Participation rate | 65.1% | 75.2%-10.1pp | 77.0%-11.8pp | 69.9%-4.7pp |
| Annual return | -7.71% | 6.62%-14.3pp | 2.43%-10.1pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,586 | $1,759-9.8% | $2,485-36.2% | $2,111-24.9% |
| Participant deferral / active EE | $2,932 | $3,255-9.9% | $3,852-23.9% | $3,350-12.5% |
| Admin fee / account holder | $365 | $489-25.4% | $6,675-94.5% | $521-30.0% |