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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 | $65,960-0.9% | $81,882-20.2% | $77,762-16.0% |
| Participation rate | 46.5% | 65.8%-19.3pp | 72.4%-25.9pp | 70.6%-24.1pp |
| Annual return | 14.32% | 26.64%-12.3pp | 779.47%-765.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $965 | $2,375-59.4% | $2,916-66.9% | $2,728-64.6% |
| Participant deferral / active EE | $2,428 | $3,505-30.7% | $4,323-43.8% | $4,651-47.8% |
| Admin fee / account holder | $216 | $526-58.9% | $7,360-97.1% | $433-50.0% |