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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 22 250 NICOLLET MALL, SUITE 1400 · MINNEAPOLIS, MN 55401 | Insurance Broker | $34,836 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,854 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 11 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Actuarial | $5,967 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,059 |
PROACCOUNT1 year Service code 70 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Consulting Fees | $289 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,750 | $102,385-29.9% | $147,080-51.2% | $80,935-11.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.06% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $7,347 | $3,717+97.7% | $4,933+48.9% | $2,757+166.5% |
| Participant deferral / active EE | $8,923 | $6,651+34.2% | $8,066+10.6% | $4,299+107.5% |
| Admin fee / account holder | $24 | $7,951-99.7% | $12,989-99.8% | $6,924-99.7% |