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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $27,372 |
BOYER & RITTER, CPA'S1 year Filed as: BOYER & RITTER L.L.C. Service code 10 · EIN 23-1311005 | Accounting | $15,100 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | -1.78% | 9.38%-11.2pp | 8.01%-9.8pp | 9.29%-11.1pp |
| Employer contribution / active EE | $6,375 | $9,605-33.6% | $29,475-78.4% | $15,168-58.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |