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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 51 · EIN 41-1416330 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $61,000 |
GORFINE SCHILLER & GARDYN PA3+ years Filed as: GORFINE, SCHILLER & GARDYN, P.A. Service code 10 · EIN 52-1231901 47 N. POTOMAC STREET · HAGERSTOWN, MD 21740 | Accounting | $14,170 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,357 | $63,346+79.0% | $92,240+22.9% | $70,126+61.6% |
| Participation rate | 73.9% | 68.7%+5.2pp | 76.5%-2.6pp | 69.5%+4.4pp |
| Annual return | 9.67% | 530.19%-520.5pp | 176.29%-166.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $684 | $2,471-72.3% | $3,680-81.4% | $2,343-70.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,164 | $3,841-69.7% | $5,194-77.6% | $4,645-74.9% |