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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $173,301 |
SRF CONSULTING GROUP, INC.1 year Service code 16 · EIN 41-0847319 | Consulting | $11,431 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
RBC WEALTH MANAGEMENT2+ years Service code 16 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,345 | $155,795-14.4% | $136,294-2.2% | $69,631+91.5% |
| Participation rate | 94.4% | 75.2%+19.1pp | 81.9%+12.5pp | 70.7%+23.7pp |
| Annual return | 14.64% | 232464.33%-232449.7pp | 5155.94%-5141.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $2,050 | $2,991-31.4% | $4,695-56.3% | $2,032+0.9% |
| Participant deferral / active EE | $8,233 | $5,394+52.6% | $6,247+31.8% | $3,224+155.4% |
| Admin fee / account holder | $495 | $128+286.2% | $9,243-94.6% | $110+348.5% |