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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 16 · EIN 41-1416330 | Consulting | $70,000 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 16 · EIN 91-1194016 | Consulting | $15,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,804 |
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 | $141,255 | $88,874+58.9% | $123,553+14.3% | $75,289+87.6% |
| Participation rate | 85.8% | 75.9%+9.9pp | 82.3%+3.5pp | 72.4%+13.4pp |
| Annual return | -4.87% | 4.22%-9.1pp | 119.21%-124.1pp | -0.04%-4.8pp |
| Employer contribution / active EE | $3,576 | $3,256+9.8% | $4,628-22.7% | $2,405+48.7% |
| Participant deferral / active EE | $15,181 | $6,174+145.9% | $6,426+136.2% | $3,739+306.1% |
| Admin fee / account holder | $3 | $95-97.1% | $9,284-100.0% | $102-97.3% |