Filed July 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-1526584 | Recordkeeping | $48,761 |
RBC WEALTH MANAGEMENT6 years Service code 18 · EIN 41-1416330 | Trustee (bank, trust company, or simi... | $9,023 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,908 | $89,067+64.9% | $102,423+43.4% | $77,714+89.0% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 15.40% | 25.01%-9.6pp | 29.42%-14.0pp | 31.26%-15.9pp |
| Employer contribution / active EE | $3,821 | $2,699+41.5% | $3,023+26.4% | $2,727+40.1% |
| Participant deferral / active EE | $7,789 | $5,147+51.3% | $5,054+54.1% | $4,649+67.5% |
| Admin fee / account holder | $131 | $236-44.4% | $9,455-98.6% | $433-69.8% |