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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 15 · EIN 41-1416330 | Recordkeeping | $27,149 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,700 |
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 | $102,709 | $36,767+179.4% | $81,473+26.1% | $62,293+64.9% |
| Participation rate | 90.0% | 54.4%+35.6pp | 68.0%+22.0pp | 69.5%+20.5pp |
| Annual return | 14.73% | 173.80%-159.1pp | 38.78%-24.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,030 | $1,128+168.5% | $2,568+18.0% | $2,042+48.4% |
| Participant deferral / active EE | $3,641 | $2,111+72.5% | $3,537+2.9% | $3,169+14.9% |
| Admin fee / account holder | $284 | $797-64.4% | $4,561-93.8% | $479-40.8% |