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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-4146330 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $57,342 |
CLEARWATER ADVISORS, LLC1+ years Service code 28 · EIN 82-0536087 | Investment Management | $12,731 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.08% | -2.03%0pp | -2.01%-0.1pp | 2.81%-4.9pp |
| Employer contribution / active EE | $18,296 | $9,185+99.2% | $34,453-46.9% | $16,358+11.8% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |