Filed April 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Service code 64 · EIN 42-0714325 5155 PAYSHERE CIRCLE · CHICAGO, IL 606740001 | Recordkeeping Fees | $10,000 |
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 | $104,430 | $44,873+132.7% | $79,476+31.4% | $56,287+85.5% |
| Participation rate | 95.2% | 68.7%+26.4pp | 73.3%+21.8pp | 69.9%+25.3pp |
| Annual return | 9.33% | 0.81%+8.5pp | 718.21%-708.9pp | -9.96%+19.3pp |
| Employer contribution / active EE | $4,993 | $2,140+133.3% | $2,800+78.3% | $2,111+136.5% |
| Participant deferral / active EE | $7,188 | $2,746+161.8% | $3,704+94.1% | $3,350+114.6% |
| Admin fee / account holder | $21 | $418-94.9% | $5,113-99.6% | $521-95.9% |