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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 41-1416330 | Advisory (Participants) | $6,667 |
ABACUS RETIREMENT SOLUTIONS6+ years Service code 10 · EIN 43-1954512 | Accounting | $3,375 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,011 | $53,063-73.6% | $70,160-80.0% | $71,511-80.4% |
| Participation rate | 65.1% | 62.1%+3.0pp | 78.8%-13.7pp | 67.9%-2.8pp |
| Annual return | 15.62% | 19.46%-3.8pp | 19.08%-3.5pp | 28.86%-13.2pp |
| Employer contribution / active EE | $920 | $3,011-69.5% | $4,285-78.5% | $2,589-64.5% |
| Participant deferral / active EE | $1,136 | $3,291-65.5% | $5,394-78.9% | $4,291-73.5% |
| Admin fee / account holder | $166 | $1,068-84.5% | $4,582-96.4% | $1,588-89.6% |