Filed September 18, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $232,563 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $117,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,240 | $82,188+131.5% | $125,391+51.7% | $64,824+193.5% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -16.45% | 3.50%-19.9pp | 572.41%-588.9pp | 32.84%-49.3pp |
| Employer contribution / active EE | $10,195 | $3,617+181.8% | $4,816+111.7% | $2,507+306.6% |
| Participant deferral / active EE | $10,853 | $7,177+51.2% | $7,448+45.7% | $4,311+151.7% |
| Admin fee / account holder | $433 | $163+165.3% | $10,009-95.7% | $188+130.6% |