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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Shareholder servicing fees; Account m... | $41,701 |
RBC WEALTH MANAGEMENT8 years Service code 16 | Consulting | $31,715 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 16 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,920 | $68,412+31.4% | $94,679-5.0% | $75,181+19.6% |
| Participation rate | 89.5% | 76.1%+13.4pp | 80.8%+8.6pp | 67.2%+22.3pp |
| Annual return | 15.42% | 616.91%-601.5pp | 156.75%-141.3pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,098 | $6,537-67.9% | $7,417-71.7% | $4,126-49.1% |
| Admin fee / account holder | $296 | $5,326-94.4% | $7,233-95.9% | $5,650-94.8% |