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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 | $36,773+8.4% | $189,758-79.0% | $85,660-53.5% |
| Participation rate | 43.3% | 63.3%-20.0pp | 79.8%-36.5pp | 74.8%-31.6pp |
| Annual return | 12.66% | 55.47%-42.8pp | 52.62%-40.0pp | 19.52%-6.9pp |
| Employer contribution / active EE | $899 | $1,536-41.4% | $4,767-81.1% | $4,199-78.6% |
| Participant deferral / active EE | $1,997 | $1,800+11.0% | $5,856-65.9% | $3,518-43.2% |
| Admin fee / account holder | $204 | $132+55.3% | $20,388-99.0% | $224-8.8% |