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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4056745 | Contract Administrator | $114,518 |
RBC WEALTH MANAGEMENT3+ years Service code 28 · EIN 41-1416330 | Investment Management | $10,000 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $9,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 12.32% | 20.36%-8.0pp | 1501.67%-1489.4pp | 20.87%-8.6pp |
| Employer contribution / active EE | $1,378 | $3,727-63.0% | $5,444-74.7% | $2,310-40.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |