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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $60,644 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $40,645 |
WEAVER LLP1+ years Filed as: BUCHBINDER Service code 50 · EIN 13-1578842 | Direct Payment | $10,000 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,516 | $70,002-3.6% | $115,037-41.3% | $52,331+29.0% |
| Participation rate | 98.4% | 72.1%+26.3pp | 81.4%+17.0pp | 68.1%+30.3pp |
| Annual return | -2.71% | 4.04%-6.8pp | 26.14%-28.9pp | 4.54%-7.3pp |
| Employer contribution / active EE | $20 | $2,715-99.3% | $4,608-99.6% | $1,882-98.9% |
| Participant deferral / active EE | $6,950 | $4,920+41.3% | $6,026+15.3% | $3,022+130.0% |
| Admin fee / account holder | $453 | $566-20.0% | $8,175-94.5% | $592-23.5% |