Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $71,480 |
TRAUTMANN MAHER & ASSOCIATES6+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $59,197 |
MATRIX TRUST COMPANY6+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $27,690 |
CLARK NUBER6+ years Service code 10 · EIN 91-1194016 | Accounting | $15,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,642 | $52,722-5.8% | $90,461-45.1% | $73,412-32.4% |
| Participation rate | 55.1% | 67.7%-12.6pp | 72.7%-17.5pp | 72.2%-17.0pp |
| Annual return | 17.13% | 20.70%-3.6pp | 1294.76%-1277.6pp | 59.30%-42.2pp |
| Employer contribution / active EE | $268 | $1,872-85.7% | $3,264-91.8% | $2,234-88.0% |
| Participant deferral / active EE | $2,373 | $2,810-15.6% | $3,964-40.1% | $3,806-37.7% |
| Admin fee / account holder | $192 | $117+64.6% | $5,617-96.6% | $158+21.8% |