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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 20-0563684 | Advisory (Plan) | $52,965 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $46,104 |
MOSS ADAMS LLP1 year Filed as: MOSSADAMS Service code 10 999 THIRD AVE · SEATTLE, WA 98104 | Accounting | $20,482 |
Service code 50 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Direct Payment | $16,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,351 | $66,004-1.0% | $81,820-20.1% | $77,714-15.9% |
| Participation rate | 46.5% | 65.8%-19.3pp | 72.4%-25.9pp | 70.6%-24.1pp |
| Annual return | 14.32% | 26.65%-12.3pp | 777.93%-763.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $965 | $2,375-59.4% | $2,915-66.9% | $2,727-64.6% |
| Participant deferral / active EE | $2,428 | $3,508-30.8% | $4,323-43.8% | $4,649-47.8% |
| Admin fee / account holder | $216 | $527-58.9% | $7,391-97.1% | $433-50.0% |