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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 15 · EIN 41-1416330 | Recordkeeping | $28,020 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,875 |
NATIONWIDE2+ years Service code 19 · EIN 31-1592130 | Securities Custodian | $4,228 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 22 60 S SIXTH ST MAILSTOP P-14 · MINNEAPOLIS, MN 55402 | Insurance Broker | $0 |
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 | $89,471 | $32,425+175.9% | $74,577+20.0% | $55,167+62.2% |
| Participation rate | 90.7% | 54.0%+36.7pp | 68.1%+22.6pp | 69.0%+21.7pp |
| Annual return | 5.10% | 10.63%-5.5pp | 20.47%-15.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $3,003 | $1,043+187.8% | $2,525+18.9% | $1,963+53.0% |
| Participant deferral / active EE | $3,552 | $1,995+78.0% | $3,458+2.7% | $3,054+16.3% |
| Admin fee / account holder | $175 | $748-76.7% | $4,138-95.8% | $504-65.3% |