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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $27,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,422 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $6,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,258 | $62,573-19.7% | $85,682-41.3% | $85,850-41.5% |
| Participation rate | 27.8% | 61.1%-33.4pp | 69.9%-42.1pp | 69.3%-41.5pp |
| Annual return | 14.34% | 23.77%-9.4pp | 21.49%-7.1pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,437 | $2,802-13.0% | $3,923-37.9% | $3,952-38.3% |
| Admin fee / account holder | $774 | $4,640-83.3% | $6,873-88.7% | $6,260-87.6% |