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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,260 | $78,976-25.0% | $100,383-41.0% | $74,546-20.5% |
| Participation rate | 93.9% | 79.5%+14.4pp | 81.5%+12.4pp | 67.2%+26.6pp |
| Annual return | 22.36% | 20.62%+1.7pp | 49.26%-26.9pp | 1366.03%-1343.7pp |
| Employer contribution / active EE | $2,665 | $3,019-11.7% | $3,944-32.4% | $2,624+1.5% |
| Participant deferral / active EE | $11,951 | $7,758+54.1% | $8,086+47.8% | $4,347+174.9% |
| Admin fee / account holder | $251 | $1,330-81.1% | $7,900-96.8% | $1,944-87.1% |