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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $60,000 |
TRAUTMANN MAHER & ASSOCIATES1+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $53,639 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 26 · EIN 39-6037917 | Advisory (Participants) | $14,923 |
Filed as: MERRILL LYNCH, PIERCE, FENNER&SMITH Service code 26 1215 4TH AVE SUITE 2600 · SEATTLE, WA 98161 | Advisory (Participants) | $11,916 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,702 | $88,324+76.3% | $115,038+35.3% | $55,191+182.1% |
| Participation rate | 92.6% | 72.5%+20.1pp | 81.4%+11.2pp | 69.2%+23.4pp |
| Annual return | 0.25% | 6.30%-6.0pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,849 | $2,805+37.2% | $4,608-16.5% | $1,899+102.7% |
| Participant deferral / active EE | $6,110 | $5,042+21.2% | $6,026+1.4% | $3,046+100.6% |
| Admin fee / account holder | $430 | $105+307.9% | $8,175-94.7% | $91+373.5% |