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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 15 · EIN 41-1416330 | Recordkeeping | $49,246 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,889 | $55,636+7.6% | $81,983-26.9% | $73,488-18.5% |
| Participation rate | 81.8% | 62.3%+19.5pp | 69.2%+12.5pp | 70.7%+11.1pp |
| Annual return | 19.53% | 19.07%+0.5pp | 41.31%-21.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $256 | $1,625-84.2% | $2,498-89.7% | $2,270-88.7% |
| Participant deferral / active EE | $5,107 | $2,762+84.9% | $3,722+37.2% | $3,740+36.6% |
| Admin fee / account holder | $281 | $493-42.9% | $5,664-95.0% | $513-45.2% |