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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $7,171 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,755 | $59,448+22.4% | $93,696-22.3% | $74,459-2.3% |
| Participation rate | 38.3% | 59.6%-21.3pp | 68.7%-30.4pp | 67.2%-28.9pp |
| Annual return | 13.33% | 82.11%-68.8pp | 133.74%-120.4pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,812 | $3,052-40.6% | $4,417-59.0% | $4,350-58.3% |
| Admin fee / account holder | $164 | $3,027-94.6% | $8,287-98.0% | $1,945-91.6% |