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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,042 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,310 | $65,378-59.8% | $87,103-69.8% | $65,186-59.6% |
| Participation rate | 63.8% | 75.3%-11.5pp | 76.9%-13.1pp | 70.2%-6.4pp |
| Annual return | 24.59% | 31.28%-6.7pp | 28.19%-3.6pp | 29.39%-4.8pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,388 | $3,389-59.0% | $4,049-65.7% | $3,514-60.5% |
| Admin fee / account holder | $98 | $520-81.2% | $7,491-98.7% | $847-88.5% |