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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $87,340 |
RBC WEALTH MANAGEMENT6+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $30,021 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,808 | $90,064-70.2% | $100,392-73.3% | $77,736-65.5% |
| Participation rate | 92.9% | 81.3%+11.6pp | 81.5%+11.4pp | 70.6%+22.3pp |
| Annual return | 13.65% | 20.61%-7.0pp | 49.45%-35.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,167 | $3,043-61.7% | $3,941-70.4% | $2,728-57.2% |
| Participant deferral / active EE | $4,329 | $8,282-47.7% | $8,090-46.5% | $4,651-6.9% |
| Admin fee / account holder | $122 | $172-29.2% | $7,904-98.5% | $433-71.9% |