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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $13,436 |
TIGERS EYE BENEFITS CONSULTING7+ years Service code 15 · EIN 52-1875589 | Recordkeeping | $2,600 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,591 |
Filed as: WILSHIRE ASSOC INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $768 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,703 | $59,220-5.9% | $96,572-42.3% | $79,389-29.8% |
| Participation rate | 37.5% | 61.9%-24.4pp | 69.8%-32.3pp | 70.7%-33.2pp |
| Annual return | 25.66% | 27.08%-1.4pp | 37.79%-12.1pp | 116.89%-91.2pp |
| Employer contribution / active EE | $595 | $1,216-51.1% | $2,357-74.7% | $2,428-75.5% |
| Participant deferral / active EE | $2,780 | $2,948-5.7% | $3,850-27.8% | $4,046-31.3% |
| Admin fee / account holder | $261 | $659-60.3% | $6,183-95.8% | $626-58.3% |