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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CURI RMB CAPITAL LLC Service code 27 115 S LASALLE ST · CHICAGO, IL 60603 | Advisory (Plan) | $24,976 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $14,962 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,398 |
Filed as: CURI RMB CAPITAL LLC. Service code 27 250 FILLMORE ST · DENVER, CO 80206 | Advisory (Plan) | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,451 | $138,386-6.5% | $184,260-29.7% | $80,935+59.9% |
| Participation rate | 79.3% | 83.9%-4.5pp | 86.8%-7.5pp | 67.7%+11.7pp |
| Annual return | 16.42% | 20.02%-3.6pp | 28.84%-12.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,263 | $7,076+115.7% | $9,133+67.1% | $4,299+255.0% |
| Admin fee / account holder | $485 | $10,489-95.4% | $13,898-96.5% | $6,924-93.0% |