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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 26 60 SOUTH 6TH STREET, MAILSTOP P09 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $4,690 |
PENSION INC.2 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $3,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $25,504 | $73,638-65.4% | $95,964-73.4% | $73,497-65.3% |
| Participation rate | 52.3% | 76.2%-23.9pp | 77.1%-24.8pp | 70.7%-18.4pp |
| Annual return | 20.92% | 16.78%+4.1pp | 91.64%-70.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $454 | $1,863-75.7% | $2,541-82.2% | $2,270-80.0% |
| Participant deferral / active EE | $1,357 | $3,617-62.5% | $4,167-67.4% | $3,740-63.7% |
| Admin fee / account holder | $132 | $482-72.7% | $6,797-98.1% | $513-74.3% |