Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $16,853 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,413 |
NEWPORT GROUP, INC.3+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PKWY · WEST DES MOINES, IA 50266 | Recordkeeping | $4,203 |
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 | $20,278 | $46,173-56.1% | $170,435-88.1% | $69,631-70.9% |
| Participation rate | 64.1% | 63.9%+0.2pp | 83.6%-19.5pp | 70.7%-6.5pp |
| Annual return | 14.71% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $355 | $1,610-78.0% | $5,432-93.5% | $2,032-82.5% |
| Participant deferral / active EE | $2,179 | $2,080+4.7% | $4,939-55.9% | $3,224-32.4% |
| Admin fee / account holder | $72 | $116-37.8% | $13,881-99.5% | $110-34.7% |