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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 | $24,265-100.0% | $84,245-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 10.4%-10.4pp |
| Annual return | 4.54% | 7.33%-2.8pp | 1.43%+3.1pp | 9.31%-4.8pp |
| Employer contribution / active EE | $3,017 | $19,279-84.4% | $17,287-82.5% | $13,179-77.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $380-100.0% | $4,785-100.0% |