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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 51 · EIN 41-1416330 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $54,741 |
GORFINE SCHILLER & GARDYN PA2+ years Filed as: GORFINE, SCHILLER & GARDYN, P.A. Service code 10 · EIN 52-1231901 47 N. POTOMAC STREET · HAGERSTOWN, MD 21740 | Accounting | $18,255 |
Participant 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,300 | $56,897+58.7% | $84,750+6.5% | $62,891+43.6% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 7.73% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $509 | $2,400-78.8% | $3,574-85.7% | $2,281-77.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $843 | $3,581-76.5% | $5,332-84.2% | $4,296-80.4% |