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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,246 |
RBC WEALTH MANAGEMENT8+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,337 | $100,811-95.7% | $86,698-95.0% | $134,545-96.8% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -19.02% | 29.11%-48.1pp | 35.96%-55.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $84,520 | $3,490+2321.7% | $2,837+2879.4% | $4,742+1682.5% |
| Participant deferral / active EE | $201,611 | $5,339+3675.9% | $4,656+4229.8% | $6,401+3049.5% |
| Admin fee / account holder | $31,941 | $10,926+192.3% | $7,492+326.3% | $11,431+179.4% |