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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,119 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,388 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,333 | $87,870-35.9% | $113,168-50.2% | $74,304-24.2% |
| Participation rate | 87.0% | 70.7%+16.3pp | 76.6%+10.5pp | 60.3%+26.7pp |
| Annual return | 10.37% | 26.44%-16.1pp | 24.27%-13.9pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,875 | $2,277-17.7% | $2,975-37.0% | $2,241-16.3% |
| Participant deferral / active EE | $4,706 | $4,241+11.0% | $5,107-7.9% | $3,767+24.9% |
| Admin fee / account holder | $344 | $3,368-89.8% | $12,068-97.2% | $2,969-88.4% |