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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 | $38,006+4.9% | $161,489-75.3% | $89,670-55.6% |
| Participation rate | 43.3% | 55.7%-12.4pp | 78.7%-35.4pp | 71.2%-27.9pp |
| Annual return | 12.66% | 51.85%-39.2pp | 89.72%-77.1pp | 19.66%-7.0pp |
| Employer contribution / active EE | $899 | $1,536-41.5% | $4,268-78.9% | $4,041-77.7% |
| Participant deferral / active EE | $1,997 | $1,865+7.1% | $5,630-64.5% | $3,962-49.6% |
| Admin fee / account holder | $204 | $249-18.0% | $16,006-98.7% | $352-41.9% |