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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $67,117 |
TRAUTMANN MAHER & ASSOCIATES8+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $55,984 |
MATRIX TRUST COMPANY8+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $27,912 |
CLARK NUBER8+ years Service code 10 · EIN 91-1194016 | Accounting | $18,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,233 | $47,766+5.2% | $82,744-39.3% | $64,819-22.5% |
| Participation rate | 41.0% | 67.7%-26.6pp | 72.6%-31.5pp | 71.5%-30.4pp |
| Annual return | -16.38% | -13.06%-3.3pp | 702.22%-718.6pp | 32.84%-49.2pp |
| Employer contribution / active EE | $422 | $2,182-80.7% | $3,008-86.0% | $2,507-83.2% |
| Participant deferral / active EE | $1,801 | $3,332-46.0% | $4,395-59.0% | $4,311-58.2% |
| Admin fee / account holder | $249 | $143+74.2% | $5,325-95.3% | $188+32.6% |