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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $34,774 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $28,312 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $18,306 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $15,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,288 | $80,354+27.3% | $133,975-23.7% | $63,975+59.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -1.65% | 13.11%-14.8pp | 29.29%-30.9pp | 48.65%-50.3pp |
| Employer contribution / active EE | $5,167 | $3,503+47.5% | $5,211-0.8% | $2,182+136.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $133 | $69+92.6% | $9,324-98.6% | $70+89.6% |