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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,742 |
Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $24,257 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $17,320 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $5,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,508 | $80,724-25.0% | $103,333-41.4% | $74,495-18.8% |
| Participation rate | 76.6% | 65.7%+11.0pp | 74.5%+2.1pp | 67.2%+9.4pp |
| Annual return | 11.65% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,238 | $3,157-29.1% | $3,868-42.1% | $2,623-14.7% |
| Participant deferral / active EE | $4,160 | $3,860+7.8% | $5,057-17.7% | $4,346-4.3% |
| Admin fee / account holder | $388 | $2,368-83.6% | $8,355-95.4% | $1,942-80.0% |