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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 | $43,496+103.3% | $161,489-45.2% | $64,340+37.5% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 12.34% | 20.76%-8.4pp | 89.72%-77.4pp | 24.14%-11.8pp |
| Employer contribution / active EE | $6,438 | $1,431+350.0% | $4,268+50.8% | $1,862+245.8% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | -$147 | $2,330-106.3% | $16,006-100.9% | $3,703-104.0% |