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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Filed as: RSM US WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $35,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,423 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,469 | $65,376-15.2% | $87,104-36.3% | $65,185-14.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 21.52% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,222 | $1,822+21.9% | $2,521-11.9% | $2,177+2.1% |
| Participant deferral / active EE | $4,711 | $3,388+39.0% | $4,048+16.4% | $3,514+34.1% |
| Admin fee / account holder | $325 | $520-37.5% | $7,491-95.7% | $847-61.6% |