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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,311 |
ABACUS RETIREMENT SOLUTIONS3+ years Service code 10 · EIN 43-1954512 | Accounting | $0 |
RBC WEALTH MANAGEMENT3+ 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 | $12,844 | $73,493-82.5% | $67,221-80.9% | $73,493-82.5% |
| Participation rate | 55.0% | 70.7%-15.7pp | 79.4%-24.4pp | 70.7%-15.7pp |
| Annual return | 14.52% | 28.51%-14.0pp | 20.72%-6.2pp | 28.51%-14.0pp |
| Employer contribution / active EE | $615 | $2,270-72.9% | $3,723-83.5% | $2,270-72.9% |
| Participant deferral / active EE | $676 | $3,740-81.9% | $4,384-84.6% | $3,740-81.9% |
| Admin fee / account holder | $162 | $513-68.4% | $5,844-97.2% | $513-68.4% |