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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $22,429 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MANAGMENT Service code 26 · EIN 41-1416330 | Advisory (Participants) | $5,171 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,335 | $56,972-71.3% | $182,532-91.1% | $65,185-74.9% |
| Participation rate | 92.1% | 66.5%+25.5pp | 78.0%+14.1pp | 70.2%+21.9pp |
| Annual return | 22.52% | 27.67%-5.2pp | 148.54%-126.0pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,611 | $1,615-0.2% | $4,076-60.5% | $2,177-26.0% |
| Participant deferral / active EE | $4,074 | $3,526+15.5% | $5,524-26.3% | $3,514+15.9% |
| Admin fee / account holder | $194 | $528-63.3% | $8,592-97.7% | $847-77.1% |