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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 17 3430 E. SUNRISE DR., STE 250 · TUCSON, AZ 85718 | Pension Consulting | $31,541 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,033 | $58,320-12.5% | $86,438-41.0% | $66,938-23.8% |
| Participation rate | 87.9% | 78.6%+9.3pp | 80.3%+7.5pp | 69.8%+18.1pp |
| Annual return | -17.55% | -9.71%-7.8pp | 4397.19%-4414.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,259 | $2,615-13.6% | $3,769-40.1% | $2,545-11.3% |
| Participant deferral / active EE | $4,844 | $6,899-29.8% | $6,952-30.3% | $4,238+14.3% |
| Admin fee / account holder | $200 | $546-63.3% | $6,733-97.0% | $594-66.2% |