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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $314,339 |
RSM US LLP1 year Service code 99 · EIN 42-0714325 | Other Fees | $40,688 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,593 | $115,744-33.0% | $100,392-22.7% | $199,960-61.2% |
| Participation rate | 99.7% | 85.7%+14.1pp | 81.5%+18.2pp | 72.0%+27.7pp |
| Annual return | 18.53% | 17.79%+0.7pp | 49.45%-30.9pp | 34.28%-15.8pp |
| Employer contribution / active EE | $3,994 | $3,657+9.2% | $3,941+1.3% | $3,036+31.6% |
| Participant deferral / active EE | $10,375 | $9,844+5.4% | $8,090+28.3% | $5,087+104.0% |
| Admin fee / account holder | $166 | $93+78.9% | $7,904-97.9% | $269-38.3% |