Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $23,276 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS, IN Service code 15 4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ 85718 | Recordkeeping | $3,661 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,008 | $62,928-69.8% | $172,753-89.0% | $67,582-71.9% |
| Participation rate | 69.8% | 64.5%+5.3pp | 82.6%-12.9pp | 71.3%-1.5pp |
| Annual return | 24.28% | 30.36%-6.1pp | 803.00%-778.7pp | 378.57%-354.3pp |
| Employer contribution / active EE | $612 | $1,636-62.6% | $5,144-88.1% | $2,148-71.5% |
| Participant deferral / active EE | $1,894 | $2,145-11.7% | $5,198-63.6% | $3,539-46.5% |
| Admin fee / account holder | $81 | $167-51.3% | $13,956-99.4% | $142-42.9% |