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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,692 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,000 |
Employer contribution per participant 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 | $36,070 | $72,303-50.1% | $86,698-58.4% | $64,824-44.4% |
| Participation rate | 92.0% | 80.4%+11.6pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -6.43% | 392.77%-399.2pp | 35.96%-42.4pp | 32.84%-39.3pp |
| Employer contribution / active EE | $762 | $2,393-68.2% | $2,837-73.1% | $2,507-69.6% |
| Participant deferral / active EE | $5,964 | $4,660+28.0% | $4,656+28.1% | $4,311+38.3% |
| Admin fee / account holder | $133 | $174-23.3% | $7,492-98.2% | $188-29.0% |