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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $138,300 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $13,531 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $38,536-100.0% | $112,259-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.6%-13.6pp | 15.3%-15.3pp |
| Annual return | 4.54% | 8.87%-4.3pp | -0.21%+4.8pp | 9.75%-5.2pp |
| Employer contribution / active EE | $3,017 | $25,431-88.1% | $24,124-87.5% | $13,830-78.2% |
| Participant deferral / active EE | $0 | $0 | $350-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $5,412-100.0% | $2,810-100.0% |