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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,634 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,714 | $65,428-79.0% | $169,397-91.9% | $71,529-80.8% |
| Participation rate | 76.0% | 66.9%+9.1pp | 77.2%-1.2pp | 67.9%+8.0pp |
| Annual return | 47.71% | 21.35%+26.4pp | 406.23%-358.5pp | 28.97%+18.7pp |
| Employer contribution / active EE | $3,500 | $2,064+69.6% | $4,013-12.8% | $2,590+35.2% |
| Participant deferral / active EE | $4,709 | $4,360+8.0% | $6,223-24.3% | $4,291+9.7% |
| Admin fee / account holder | $21 | $1,328-98.4% | $9,017-99.8% | $1,588-98.7% |