Filed April 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP6 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,070 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,966 | $121,341-6.1% | $189,513-39.9% | $79,386+43.6% |
| Participation rate | 95.5% | 86.1%+9.4pp | 87.8%+7.7pp | 70.7%+24.8pp |
| Annual return | 11.41% | 21.08%-9.7pp | 555.15%-543.7pp | 116.85%-105.4pp |
| Employer contribution / active EE | $2,145 | $3,915-45.2% | $6,162-65.2% | $2,427-11.6% |
| Participant deferral / active EE | $7,191 | $6,395+12.4% | $8,221-12.5% | $4,046+77.8% |
| Admin fee / account holder | $224 | $651-65.6% | $12,045-98.1% | $626-64.3% |