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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT9+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $63,207 |
TRAUTMANN MAHER & ASSOCIATES9+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $54,214 |
MATRIX TRUST COMPANY9+ years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $22,521 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,227 | $52,960+4.3% | $86,640-36.3% | $80,157-31.1% |
| Participation rate | 67.1% | 62.4%+4.7pp | 71.7%-4.6pp | 72.9%-5.9pp |
| Annual return | 15.45% | 24.84%-9.4pp | 592.52%-577.1pp | 40.39%-24.9pp |
| Employer contribution / active EE | $491 | $2,138-77.0% | $3,024-83.7% | $2,977-83.5% |
| Participant deferral / active EE | $1,815 | $3,226-43.7% | $4,438-59.1% | $5,015-63.8% |
| Admin fee / account holder | $252 | $113+122.3% | $5,616-95.5% | $145+73.6% |