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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 17 3430 E. SUNRISE DR., STE 250 · TUCSON, AZ 85718 | Pension Consulting | $32,355 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $22,298 |
Filed as: PINNACLE PLAN DESIGN LLC Service code 10 · EIN 20-3970947 PO BOX 64130 · TUCSON, AZ 857384130 | Accounting | $13,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,255 | $69,477-19.0% | $94,679-40.6% | $71,495-21.3% |
| Participation rate | 92.4% | 78.4%+14.0pp | 80.8%+11.6pp | 67.9%+24.5pp |
| Annual return | 17.94% | 29.66%-11.7pp | 156.75%-138.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,466 | $2,853-13.6% | $3,673-32.8% | $2,589-4.8% |
| Participant deferral / active EE | $5,226 | $7,345-28.8% | $7,417-29.5% | $4,291+21.8% |
| Admin fee / account holder | $338 | $1,210-72.1% | $7,233-95.3% | $1,588-78.7% |