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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,407 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $38,912 |
Service code 13 · EIN 05-0460654 | Contract Administrator | $16,236 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREEMNT USA LLC Service code 13 | Contract Administrator | $3,775 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $2,700 |
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 | $26,771 | $45,000-40.5% | $143,799-81.4% | $77,906-65.6% |
| Participation rate | 41.5% | 66.8%-25.3pp | 80.3%-38.8pp | 73.7%-32.2pp |
| Annual return | -13.04% | 29.03%-42.1pp | -0.04%-13.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $758 | $1,870-59.4% | $4,952-84.7% | $2,846-73.4% |
| Participant deferral / active EE | $1,495 | $3,157-52.6% | $5,638-73.5% | $4,805-68.9% |
| Admin fee / account holder | $139 | $98+41.4% | $14,677-99.1% | $133+5.0% |