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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $95,360 |
PLUMBERS LOCAL UNION 4306+ years Service code 13 · EIN 73-1530462 | Contract Administrator | $49,235 |
THE SEGAL COMPANY6+ years Service code 53 · EIN 94-1503999 | Insurance Commissions | $20,388 |
BRYAN, LITTLE, HALEY, & KENT PC6+ years Service code 10 · EIN 73-0941849 | Accounting | $15,165 |
Filed as: ROBEIN, URANN & LURYE Service code 22 · EIN 73-0999672 | Insurance Broker | $9,874 |
Service code 10 · EIN 86-0785790 | Accounting | $8,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,528 | $81,719-70.0% | $101,275-75.8% | $90,274-72.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.51% | 337.64%-326.1pp | 46.48%-35.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $2,342 | $3,622-35.3% | $3,660-36.0% | $2,523-7.2% |
| Participant deferral / active EE | $215 | $3,310-93.5% | $4,371-95.1% | $4,231-94.9% |
| Admin fee / account holder | $67 | $162-58.4% | $5,948-98.9% | $114-40.9% |