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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,377 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $43,664 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,095 | $92,076-7.6% | $105,607-19.4% | $77,736+9.5% |
| Participation rate | 92.5% | 81.0%+11.4pp | 75.3%+17.2pp | 70.6%+21.9pp |
| Annual return | 13.32% | 17.84%-4.5pp | 116.11%-102.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,735 | $3,370-18.9% | $3,167-13.6% | $2,728+0.3% |
| Participant deferral / active EE | $4,908 | $5,390-8.9% | $5,011-2.1% | $4,651+5.5% |
| Admin fee / account holder | $196 | $219-10.5% | $10,958-98.2% | $433-54.8% |