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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $76,752 |
TRAUTMANN MAHER & ASSOCIATES7+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $66,116 |
MATRIX TRUST COMPANY7+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $30,243 |
CLARK NUBER7+ years Service code 10 · EIN 91-1194016 | Accounting | $15,500 |
DAVIS WRIGHT TREMAINE1 year Service code 29 · EIN 91-0839480 | Legal | $5,790 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,125 | $58,344+6.5% | $98,477-36.9% | $86,813-28.4% |
| Participation rate | 48.3% | 68.4%-20.1pp | 73.3%-25.1pp | 72.3%-24.0pp |
| Annual return | 12.50% | 43.47%-31.0pp | 1493.59%-1481.1pp | 97.93%-85.4pp |
| Employer contribution / active EE | $242 | $2,008-87.9% | $2,961-91.8% | $2,406-89.9% |
| Participant deferral / active EE | $1,913 | $3,156-39.4% | $4,276-55.3% | $4,131-53.7% |
| Admin fee / account holder | $263 | $138+90.7% | $5,951-95.6% | $170+54.9% |