Filed December 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 80-0467907 | Recordkeeping Fees | $17,245 |
PASI, LLC6+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $11,535 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $6,364 |
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,472 | $86,225-85.5% | $146,643-91.5% | $86,821-85.6% |
| Participation rate | 87.2% | 78.0%+9.2pp | 80.1%+7.1pp | 72.3%+14.9pp |
| Annual return | 26.12% | 31.23%-5.1pp | 22.75%+3.4pp | 97.94%-71.8pp |
| Employer contribution / active EE | $1,063 | $2,392-55.5% | $4,137-74.3% | $2,406-55.8% |
| Participant deferral / active EE | $545 | $4,245-87.2% | $5,506-90.1% | $4,132-86.8% |
| Admin fee / account holder | $90 | $195-54.0% | $10,280-99.1% | $170-47.0% |