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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,827 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,204 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREEMNT USA LLC Service code 13 | Contract Administrator | $26,885 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $13,704 |
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.
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 | $29,529 | $50,151-41.1% | $149,717-80.3% | $80,149-63.2% |
| Participation rate | 42.6% | 64.3%-21.7pp | 78.8%-36.1pp | 72.9%-30.3pp |
| Annual return | 11.50% | 29.80%-18.3pp | 134.41%-122.9pp | 40.39%-28.9pp |
| Employer contribution / active EE | $817 | $1,867-56.3% | $4,820-83.1% | $2,977-72.6% |
| Participant deferral / active EE | $1,677 | $3,194-47.5% | $5,682-70.5% | $5,015-66.6% |
| Admin fee / account holder | $144 | $153-5.7% | $13,213-98.9% | $145-0.7% |