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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MANAGEMEN Service code 16 · EIN 41-1416330 | Consulting | $70,000 |
CLARK NUBER3+ years Service code 16 · EIN 91-1194016 | Consulting | $14,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,056 |
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 | $149,949 | $96,458+55.5% | $136,298+10.0% | $77,958+92.3% |
| Participation rate | 86.3% | 75.4%+11.0pp | 81.9%+4.4pp | 71.6%+14.7pp |
| Annual return | 23.55% | 23.78%-0.2pp | 5156.27%-5132.7pp | 20.87%+2.7pp |
| Employer contribution / active EE | $3,508 | $3,144+11.6% | $4,696-25.3% | $2,310+51.8% |
| Participant deferral / active EE | $14,102 | $5,902+138.9% | $6,247+125.7% | $3,537+298.8% |
| Admin fee / account holder | $7 | $80-90.8% | $9,244-99.9% | $97-92.4% |