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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,903 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $85,922 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $52,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,854 | $49,468-19.4% | $150,298-73.5% | $103,975-61.7% |
| Participation rate | 43.3% | 58.1%-14.8pp | 77.8%-34.5pp | 72.5%-29.2pp |
| Annual return | 12.66% | 38.98%-26.3pp | 62.79%-50.1pp | 19.41%-6.8pp |
| Employer contribution / active EE | $899 | $1,670-46.1% | $4,154-78.3% | $3,722-75.8% |
| Participant deferral / active EE | $1,997 | $2,650-24.7% | $5,453-63.4% | $5,343-62.6% |
| Admin fee / account holder | $204 | $385-46.9% | $14,116-98.6% | $332-38.5% |