Filed December 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 80-0467907 | Recordkeeping Fees | $10,444 |
PASI, LLC3+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $6,765 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $3,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,891 | $62,267-72.9% | $110,243-84.7% | $55,725-69.7% |
| Participation rate | 33.6% | 78.1%-44.6pp | 79.8%-46.3pp | 70.9%-37.3pp |
| Annual return | 8.82% | -1.07%+9.9pp | 314.76%-305.9pp | 244.93%-236.1pp |
| Employer contribution / active EE | $129 | $1,941-93.4% | $3,827-96.6% | $2,078-93.8% |
| Participant deferral / active EE | $414 | $3,516-88.2% | $4,672-91.1% | $3,356-87.7% |
| Admin fee / account holder | $127 | $121+5.1% | $8,548-98.5% | $115+10.4% |