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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $14,673 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,546 | $50,666-41.7% | $76,823-61.5% | $65,185-54.7% |
| Participation rate | 81.5% | 68.8%+12.7pp | 72.1%+9.4pp | 70.2%+11.3pp |
| Annual return | 5.62% | 28.51%-22.9pp | 1166.42%-1160.8pp | 29.38%-23.8pp |
| Employer contribution / active EE | $652 | $1,575-58.6% | $2,302-71.7% | $2,177-70.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $56 | $463-88.0% | $6,422-99.1% | $847-93.4% |