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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,930 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $21,212 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,206 | $76,669-18.9% | $96,520-35.6% | $71,495-13.0% |
| Participation rate | 77.7% | 66.6%+11.1pp | 74.3%+3.4pp | 67.9%+9.8pp |
| Annual return | 49.65% | 48.29%+1.4pp | 35.72%+13.9pp | 28.85%+20.8pp |
| Employer contribution / active EE | $2,683 | $3,031-11.5% | $3,739-28.2% | $2,589+3.6% |
| Participant deferral / active EE | $5,977 | $3,771+58.5% | $4,879+22.5% | $4,291+39.3% |
| Admin fee / account holder | $285 | $2,028-85.9% | $6,733-95.8% | $1,588-82.0% |