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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,312 |
RMB CAPITAL MANAGEMENT LLC1+ years Filed as: RMB WEST, LLC Service code 27 210 UNIVERSITY BLVD, STE 750 · DENVER, CO 80206 | Advisory (Plan) | $1,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,616 | $37,039-52.4% | $147,617-88.1% | $59,188-70.2% |
| Participation rate | 17.4% | 63.8%-46.4pp | 84.6%-67.2pp | 69.4%-52.0pp |
| Annual return | 5.06% | 7.19%-2.1pp | 61.98%-56.9pp | 5.51%-0.5pp |
| Employer contribution / active EE | $68 | $1,353-95.0% | $5,564-98.8% | $2,098-96.7% |
| Participant deferral / active EE | $396 | $2,094-81.1% | $4,895-91.9% | $3,265-87.9% |
| Admin fee / account holder | $28 | $60-53.2% | $11,612-99.8% | $92-69.4% |