Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Filed as: MCGLADREY WEALTH MANAGEMENT Service code 26 801 NICOLLET MALL, WEST TOWER · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $21,087 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,118 | $72,486+10.5% | $87,103-8.0% | $72,976+9.8% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 18.38% | 24.46%-6.1pp | 28.19%-9.8pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,422 | $3,270+4.7% | $4,049-15.5% | $3,608-5.2% |
| Admin fee / account holder | $293 | $5,055-94.2% | $7,491-96.1% | $5,124-94.3% |