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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,868 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $7,263 |
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 | $44,466 | $60,989-27.1% | $60,899-27.0% | $66,930-33.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 73.1%-23.1pp | 69.8%-19.8pp |
| Annual return | -12.72% | -9.60%-3.1pp | 16.92%-29.6pp | 1.57%-14.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,135 | $3,615-40.9% | $3,817-44.1% | $4,238-49.6% |
| Admin fee / account holder | $275 | $338-18.8% | $3,225-91.5% | $593-53.7% |