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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 16 · EIN 41-1416330 | Consulting | $32,741 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 15 · EIN 16-1186135 | Recordkeeping | $18,660 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE FIDUCIARY CORPORATION Service code 13 · EIN 75-3182674 | Contract Administrator | $9,723 |
Filed as: FIDELITY NATIONAL INFORMATION SERVI Service code 13 | Contract Administrator | $2,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,712 | $45,283+58.4% | $155,789-54.0% | $52,331+37.0% |
| Participation rate | 47.7% | 62.2%-14.5pp | 76.1%-28.4pp | 68.1%-20.4pp |
| Annual return | -0.45% | 1.80%-2.2pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $432 | $1,329-67.5% | $3,839-88.7% | $1,882-77.0% |
| Participant deferral / active EE | $2,554 | $2,854-10.5% | $4,798-46.8% | $3,022-15.5% |
| Admin fee / account holder | $505 | $981-48.5% | $7,477-93.2% | $592-14.6% |