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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RBC INSTITUTIONAL CONSULTING Service code 16 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Consulting | $99,308 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $57,225 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,178 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,971 | $89,093+70.6% | $102,434+48.4% | $77,736+95.5% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 18.41% | 25.03%-6.6pp | 29.46%-11.1pp | 31.26%-12.9pp |
| Employer contribution / active EE | $4,701 | $2,699+74.2% | $3,023+55.5% | $2,728+72.3% |
| Participant deferral / active EE | $19,362 | $5,147+276.2% | $5,055+283.0% | $4,651+316.3% |
| Admin fee / account holder | $275 | $236+16.8% | $9,462-97.1% | $433-36.4% |