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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $69,168 |
TRAUTMANN MAHER & ASSOCIATES5+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $53,303 |
MATRIX TRUST COMPANY5+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $26,067 |
CLARK NUBER5+ years Service code 10 · EIN 91-1194016 | Accounting | $15,044 |
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 | $44,009 | $44,794-1.8% | $90,304-51.3% | $77,775-43.4% |
| Participation rate | 60.0% | 66.6%-6.5pp | 73.3%-13.2pp | 73.2%-13.2pp |
| Annual return | 22.24% | 28.23%-6.0pp | 78.13%-55.9pp | 32.58%-10.3pp |
| Employer contribution / active EE | $735 | $1,809-59.4% | $2,855-74.3% | $2,504-70.7% |
| Participant deferral / active EE | $2,155 | $2,642-18.4% | $3,885-44.5% | $3,966-45.7% |
| Admin fee / account holder | $169 | $94+78.9% | $5,354-96.8% | $100+68.9% |