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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MANAGEMEN Service code 16 · EIN 41-1416330 | Consulting | $70,000 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $13,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$147,170 |
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 | $118,801 | $85,635+38.7% | $123,894-4.1% | $63,975+85.7% |
| Participation rate | 83.9% | 74.9%+9.0pp | 81.4%+2.5pp | 71.1%+12.8pp |
| Annual return | 9.57% | 15.74%-6.2pp | 47.52%-37.9pp | 48.65%-39.1pp |
| Employer contribution / active EE | $3,084 | $3,076+0.2% | $4,617-33.2% | $2,182+41.3% |
| Participant deferral / active EE | $12,739 | $5,667+124.8% | $5,984+112.9% | $3,356+279.5% |
| Admin fee / account holder | -$21 | $75-128.4% | $8,357-100.3% | $70-130.2% |