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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 16 · EIN 41-1416330 | Consulting | $41,853 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE FIDUCIARY CORPORATION Service code 13 · EIN 75-3182674 | Contract Administrator | $10,443 |
Filed as: MASS MUTUAL FINANCIAL GROUP Service code 22 · EIN 04-1590850 | Insurance Broker | $6,591 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 15 · EIN 16-1186135 | Recordkeeping | $6,377 |
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 | $65,415 | $50,898+28.5% | $171,082-61.8% | $55,167+18.6% |
| Participation rate | 46.0% | 63.3%-17.3pp | 76.7%-30.7pp | 69.0%-23.0pp |
| Annual return | 6.04% | 15.34%-9.3pp | 32.56%-26.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $421 | $1,433-70.6% | $4,002-89.5% | $1,963-78.6% |
| Participant deferral / active EE | $2,469 | $2,994-17.5% | $4,797-48.5% | $3,054-19.2% |
| Admin fee / account holder | $425 | $500-14.9% | $8,520-95.0% | $504-15.6% |