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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,158 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $13,112 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,545 | $48,795-51.7% | $65,493-64.0% | $84,808-72.2% |
| Participation rate | 47.4% | 67.0%-19.6pp | 73.1%-25.7pp | 68.3%-20.9pp |
| Annual return | 11.21% | 20.20%-9.0pp | 982.45%-971.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $617 | $1,930-68.0% | $2,574-76.0% | $2,631-76.5% |
| Participant deferral / active EE | $3,080 | $2,928+5.2% | $3,961-22.2% | $4,212-26.9% |
| Admin fee / account holder | $230 | $3,877-94.1% | $5,028-95.4% | $7,344-96.9% |