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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 55 · EIN 41-1416330 | Other Commissions | $46,231 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$36,060 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,448 | $43,749+102.2% | $158,223-44.1% | $65,306+35.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 12.34% | 19.41%-7.1pp | 52.09%-39.7pp | 21.94%-9.6pp |
| Employer contribution / active EE | $6,438 | $1,497+330.0% | $4,109+56.7% | $1,967+227.3% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | -$147 | $1,930-107.6% | $16,047-100.9% | $3,480-104.2% |