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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $37,040 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $22,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,441 | $113,016+8.3% | $103,447+18.4% | $74,429+64.5% |
| Participation rate | 44.1% | 80.8%-36.6pp | 80.5%-36.4pp | 67.2%-23.1pp |
| Annual return | 12.83% | 23.24%-10.4pp | 23.92%-11.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,985 | $4,881-59.3% | $4,678-57.6% | $2,625-24.4% |
| Participant deferral / active EE | $3,439 | $7,279-52.8% | $6,624-48.1% | $4,348-20.9% |
| Admin fee / account holder | $15,975 | $1,709+834.8% | $9,415+69.7% | $1,944+721.7% |