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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $67,877 |
TRAUTMANN MAHER & ASSOCIATES4+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $52,617 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $24,838 |
CLARK NUBER4+ years Service code 10 · EIN 91-1194016 | Accounting | $14,950 |
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 | $35,449 | $37,884-6.4% | $79,467-55.4% | $75,289-52.9% |
| Participation rate | 62.2% | 65.0%-2.8pp | 73.3%-11.1pp | 72.4%-10.2pp |
| Annual return | -5.36% | 1.06%-6.4pp | 718.30%-723.7pp | -0.04%-5.3pp |
| Employer contribution / active EE | $682 | $1,680-59.4% | $2,800-75.6% | $2,405-71.6% |
| Participant deferral / active EE | $1,855 | $2,569-27.8% | $3,704-49.9% | $3,739-50.4% |
| Admin fee / account holder | $153 | $77+100.0% | $5,104-97.0% | $102+49.7% |