Filed December 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,549 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $41,047 |
Filed as: RBC USA HOLDCO CORPORATION Service code 15 · EIN 20-0563684 | Recordkeeping | $11,757 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,599 | $106,247-64.6% | $147,096-74.4% | $77,714-51.6% |
| Participation rate | 74.3% | 78.4%-4.1pp | 82.2%-7.9pp | 70.6%+3.7pp |
| Annual return | 16.11% | 56.87%-40.8pp | 419.75%-403.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $632 | $4,069-84.5% | $4,936-87.2% | $2,727-76.8% |
| Participant deferral / active EE | $5,717 | $7,996-28.5% | $8,071-29.2% | $4,649+23.0% |
| Admin fee / account holder | $200 | $338-40.8% | $13,005-98.5% | $433-53.8% |