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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CURI RMB CAPITAL LLC Service code 27 · EIN 59-3792751 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,030 |
RMB CAPITAL MANAGEMENT LLC7 years Filed as: RMB WEST LLC Service code 27 · EIN 45-2322530 | Advisory (Plan) | $10,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,545 | $101,653-13.9% | $147,080-40.5% | $74,459+17.6% |
| Participation rate | 97.8% | 75.6%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 15.43% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $5,178 | $3,813+35.8% | $4,933+5.0% | $2,626+97.2% |
| Participant deferral / active EE | $14,213 | $7,304+94.6% | $8,066+76.2% | $4,350+226.8% |
| Admin fee / account holder | $136 | $1,752-92.2% | $12,989-98.9% | $1,945-93.0% |