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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $60,936 |
TRAUTMANN MAHER & ASSOCIATES3+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $58,735 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $20,563 |
CLARK NUBER3+ years Service code 10 · EIN 91-1194016 | Accounting | $14,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,913 | $41,256+1.6% | $86,582-51.6% | $77,958-46.2% |
| Participation rate | 61.2% | 63.0%-1.8pp | 73.5%-12.3pp | 71.6%-10.4pp |
| Annual return | 18.04% | 17.67%+0.4pp | 965.08%-947.0pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,419 | $1,613-12.0% | $2,839-50.0% | $2,310-38.6% |
| Participant deferral / active EE | $1,765 | $2,332-24.3% | $3,609-51.1% | $3,537-50.1% |
| Admin fee / account holder | $175 | $71+147.4% | $4,904-96.4% | $97+79.8% |