Filed March 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $0 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 61 · EIN 41-1416330 | Finders' fees / placement fees | $0 |
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 | $14,844 | $44,473-66.6% | $76,518-80.6% | $55,725-73.4% |
| Participation rate | 95.8% | 51.0%+44.8pp | 68.0%+27.8pp | 70.9%+24.9pp |
| Annual return | -5.73% | -2.01%-3.7pp | -0.27%-5.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $790 | $1,101-28.3% | $2,647-70.2% | $2,078-62.0% |
| Participant deferral / active EE | $3,988 | $1,988+100.6% | $3,836+4.0% | $3,356+18.8% |
| Admin fee / account holder | $37 | $134-72.5% | $4,849-99.2% | $115-68.0% |