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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC Service code 16 · EIN 41-1416330 | Consulting | $70,000 |
CLARK NUBER1+ years Service code 16 · EIN 91-1194016 | Consulting | $13,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$146,663 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,167 | $86,791+23.5% | $115,038-6.8% | $59,188+81.1% |
| Participation rate | 83.9% | 72.8%+11.1pp | 81.4%+2.6pp | 69.4%+14.5pp |
| Annual return | 4.26% | 4.44%-0.2pp | 26.14%-21.9pp | 5.51%-1.2pp |
| Employer contribution / active EE | $3,101 | $2,950+5.1% | $4,608-32.7% | $2,098+47.8% |
| Participant deferral / active EE | $12,106 | $5,298+128.5% | $6,026+100.9% | $3,265+270.8% |
| Admin fee / account holder | -$22 | $95-123.1% | $8,175-100.3% | $92-123.8% |