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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,592 |
RBC WEALTH MANAGEMENT2 years Service code 50 · EIN 41-1416330 | Direct Payment | $10,801 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,724 | $42,894-68.0% | $60,874-77.5% | $68,494-80.0% |
| Participation rate | 51.1% | 66.8%-15.7pp | 73.1%-22.0pp | 67.9%-16.8pp |
| Annual return | -18.94% | -13.98%-5.0pp | 16.90%-35.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $746 | $1,978-62.3% | $2,701-72.4% | $2,596-71.3% |
| Participant deferral / active EE | $2,174 | $2,867-24.1% | $3,817-43.0% | $4,027-46.0% |
| Admin fee / account holder | $181 | $3,101-94.2% | $3,224-94.4% | $5,403-96.7% |