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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,167 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $31,529 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $5,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,093 | $55,470+44.4% | $155,556-48.5% | $74,478+7.5% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 14.01% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,302 | $2,267+45.7% | $4,675-29.4% | $2,626+25.7% |
| Participant deferral / active EE | $5,759 | $2,838+102.9% | $5,631+2.3% | $4,350+32.4% |
| Admin fee / account holder | $297 | $1,744-83.0% | $15,885-98.1% | $1,946-84.7% |