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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $12,282 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,097 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $5,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,577 | $46,173-51.1% | $170,435-86.8% | $69,631-67.6% |
| Participation rate | 66.3% | 63.9%+2.4pp | 83.6%-17.3pp | 70.7%-4.4pp |
| Annual return | 15.40% | 21.62%-6.2pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $456 | $1,610-71.7% | $5,432-91.6% | $2,032-77.6% |
| Participant deferral / active EE | $1,126 | $2,080-45.8% | $4,939-77.2% | $3,224-65.1% |
| Admin fee / account holder | $76 | $116-34.0% | $13,881-99.4% | $110-30.7% |