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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,978 |
ABACUS RETIREMENT SOLUTIONS2+ years Service code 10 · EIN 43-1954512 | Accounting | $0 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,759 | $65,185-83.5% | $61,048-82.4% | $65,185-83.5% |
| Participation rate | 54.7% | 70.2%-15.5pp | 79.3%-24.6pp | 70.2%-15.5pp |
| Annual return | 19.63% | 29.38%-9.8pp | 26.18%-6.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $532 | $2,177-75.6% | $3,716-85.7% | $2,177-75.6% |
| Participant deferral / active EE | $595 | $3,514-83.1% | $4,470-86.7% | $3,514-83.1% |
| Admin fee / account holder | $169 | $847-80.0% | $3,728-95.5% | $847-80.0% |