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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,124 |
Service code 13 · EIN 05-0460654 | Contract Administrator | $26,151 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,975 | $47,456-49.5% | $172,752-86.1% | $77,775-69.2% |
| Participation rate | 31.1% | 66.3%-35.2pp | 82.6%-51.6pp | 73.2%-42.1pp |
| Annual return | 6.93% | 35.57%-28.6pp | 802.97%-796.0pp | 32.58%-25.6pp |
| Employer contribution / active EE | $371 | $1,574-76.4% | $5,144-92.8% | $2,504-85.2% |
| Participant deferral / active EE | $774 | $2,560-69.8% | $5,198-85.1% | $3,966-80.5% |
| Admin fee / account holder | $90 | $81+11.0% | $13,955-99.4% | $100-10.3% |