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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $117,357 |
RBC WEALTH MANAGEMENT1+ years Service code 16 60 SOUTH 6TH ST. · MINNEAPOLIS, MN 55402 | Consulting | $45,464 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $62,882 | $72,770-13.6% | $67,652-7.1% | $55,191+13.9% |
| Participation rate | 98.5% | 78.8%+19.7pp | 75.7%+22.8pp | 69.2%+29.3pp |
| Annual return | -1.21% | -3.26%+2.1pp | 6625.40%-6626.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $2 | $1,769-99.9% | $2,266-99.9% | $1,899-99.9% |
| Participant deferral / active EE | $2,533 | $3,408-25.7% | $3,560-28.8% | $3,046-16.8% |
| Admin fee / account holder | $360 | $79+356.9% | $4,821-92.5% | $91+296.6% |