Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FREEDOM FIDUCIARIES LLC1 year Filed as: FREEDOM FIDUCIARIES Service code 99 · EIN 92-0920071 | Other Fees | $9,537 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 06-1377177 250 NICOLLET MALL #1600 · MINNEAPOLIS, MN 55401 | Other Fees | $5,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $63,285 | $62,177+1.8% | $81,370-22.2% | $74,478-15.0% |
| Participation rate | 44.7% | 64.1%-19.4pp | 69.5%-24.9pp | 67.2%-22.6pp |
| Annual return | 12.24% | 16.62%-4.4pp | 24.85%-12.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,420 | $1,881-24.5% | $2,464-42.4% | $2,626-45.9% |
| Participant deferral / active EE | $2,516 | $3,219-21.8% | $3,885-35.2% | $4,350-42.2% |
| Admin fee / account holder | $194 | $1,927-89.9% | $5,749-96.6% | $1,946-90.0% |