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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 19 · EIN 41-1416330 | Securities Custodian | $29,812 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,879 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 19 · EIN 33-1151291 | Securities Custodian | $5,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,552 | $39,898+157.0% | $121,220-15.4% | $55,725+84.0% |
| Participation rate | 25.7% | 61.2%-35.6pp | 71.8%-46.1pp | 70.9%-45.2pp |
| Annual return | -3.99% | -0.96%-3.0pp | 16.94%-20.9pp | 244.93%-248.9pp |
| Employer contribution / active EE | $180 | $1,295-86.1% | $4,023-95.5% | $2,078-91.4% |
| Participant deferral / active EE | $1,776 | $2,439-27.2% | $3,345-46.9% | $3,356-47.1% |
| Admin fee / account holder | $202 | $95+112.2% | $5,021-96.0% | $115+75.2% |