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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 | $55,446+44.5% | $155,574-48.5% | $74,429+7.6% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 14.01% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $3,302 | $2,266+45.7% | $4,676-29.4% | $2,625+25.8% |
| Participant deferral / active EE | $5,759 | $2,836+103.1% | $5,629+2.3% | $4,348+32.4% |
| Admin fee / account holder | $297 | $1,743-82.9% | $15,914-98.1% | $1,944-84.7% |