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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 27 101 RIVER DR. N · GREAT FALLS, MT 59401 | Advisory (Plan) | $7,028 |
PAI4+ years Service code 13 1300 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $6,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,656 | $42,396-67.8% | $67,313-79.7% | $56,287-75.7% |
| Participation rate | 45.7% | 61.0%-15.3pp | 69.1%-23.3pp | 69.9%-24.1pp |
| Annual return | -8.23% | -36.63%+28.4pp | -4.08%-4.1pp | -9.96%+1.7pp |
| Employer contribution / active EE | $581 | $1,414-58.9% | $2,566-77.3% | $2,111-72.5% |
| Participant deferral / active EE | $1,105 | $2,360-53.2% | $3,568-69.0% | $3,350-67.0% |
| Admin fee / account holder | $163 | $510-68.0% | $4,507-96.4% | $521-68.7% |