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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8+ years Service code 27 60 S 6TH ST COMMISSIONS · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $27,312 |
Filed as: R.L. COMPTON & ASSOCIATES INC Service code 13 403 ALLEGHENY AVENUE · TOWSON, MD 21204 | Contract Administrator | $14,655 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,353 |
KIMBERLY C WALKER PC5 years Filed as: KIMBERLY F PALMISANO, CPA, PA Service code 10 P.O. BOX 164 · HUNT VALLEY, MD 21030 | Accounting | $10,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,848 | $65,092+4.2% | $143,799-52.8% | $66,938+1.4% |
| Participation rate | 42.7% | 65.2%-22.5pp | 80.3%-37.6pp | 69.8%-27.1pp |
| Annual return | -18.43% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $281 | $2,362-88.1% | $4,952-94.3% | $2,545-88.9% |
| Participant deferral / active EE | $2,257 | $2,920-22.7% | $5,638-60.0% | $4,238-46.8% |
| Admin fee / account holder | $44 | $502-91.3% | $14,677-99.7% | $594-92.6% |