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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP3 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $18,445 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,458 |
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 | $106,411 | $73,638+44.5% | $95,960+10.9% | $73,493+44.8% |
| Participation rate | 54.4% | 76.2%-21.8pp | 77.1%-22.7pp | 70.7%-16.3pp |
| Annual return | 10.97% | 16.78%-5.8pp | 91.63%-80.7pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,484 | $1,863-20.3% | $2,541-41.6% | $2,270-34.6% |
| Participant deferral / active EE | $2,864 | $3,617-20.8% | $4,167-31.3% | $3,740-23.4% |
| Admin fee / account holder | $492 | $482+2.0% | $6,797-92.8% | $513-4.1% |