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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP5 years Filed as: RSM ROC AND CO. Service code 16 · EIN 74-1550819 | Consulting | $48,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,095 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,692 | $55,636+151.1% | $81,982+70.4% | $73,497+90.1% |
| Participation rate | 96.1% | 62.3%+33.8pp | 69.3%+26.8pp | 70.7%+25.4pp |
| Annual return | 10.77% | 19.07%-8.3pp | 41.31%-30.5pp | 28.51%-17.7pp |
| Employer contribution / active EE | $6,679 | $1,625+311.2% | $2,498+167.4% | $2,270+194.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $245 | $493-50.4% | $5,665-95.7% | $513-52.3% |