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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $86,431 |
PLUMBERS LOCAL UNION 4307+ years Service code 13 · EIN 73-1530462 | Contract Administrator | $58,753 |
THE SEGAL COMPANY7+ years Service code 53 · EIN 94-1503999 | Insurance Commissions | $22,245 |
BRYAN, LITTLE, HALEY, & KENT PC7+ years Service code 10 · EIN 73-0941849 | Accounting | $20,250 |
Filed as: ROBEIN, URANN & LURYE Service code 22 · EIN 73-0999672 | Insurance Broker | $15,441 |
Service code 10 · EIN 86-0785790 | Accounting | $9,000 |
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 | $27,007 | $88,770-69.6% | $109,188-75.3% | $93,010-71.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 13.75% | 60.64%-46.9pp | 25.76%-12.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,713 | $3,780-54.7% | $3,723-54.0% | $2,705-36.7% |
| Participant deferral / active EE | $183 | $3,630-94.9% | $4,654-96.1% | $4,561-96.0% |
| Admin fee / account holder | $71 | $172-59.0% | $6,755-99.0% | $152-53.4% |