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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,268 |
Filed as: RMB WEST LLC Service code 27 · EIN 45-2322530 | Advisory (Plan) | $6,436 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,525 | $46,325-40.6% | $143,788-80.9% | $64,814-57.5% |
| Participation rate | 21.5% | 64.2%-42.7pp | 80.3%-58.8pp | 71.5%-50.0pp |
| Annual return | -12.83% | -10.05%-2.8pp | -0.03%-12.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $144 | $1,911-92.5% | $4,952-97.1% | $2,507-94.3% |
| Participant deferral / active EE | $965 | $2,647-63.6% | $5,638-82.9% | $4,310-77.6% |
| Admin fee / account holder | $121 | $154-21.5% | $14,675-99.2% | $188-35.7% |