Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MANAGMENT Service code 27 · EIN 41-1416330 | Advisory (Plan) | $13,291 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,583 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,371 | $55,449-56.0% | $83,831-70.9% | $56,289-56.7% |
| Participation rate | 73.0% | 68.0%+5.0pp | 76.1%-3.1pp | 69.9%+3.2pp |
| Annual return | -6.14% | -1.38%-4.8pp | 850.99%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $6,603 | $2,430+171.7% | $3,631+81.9% | $2,111+212.8% |
| Participant deferral / active EE | $2,651 | $2,935-9.7% | $4,082-35.1% | $3,350-20.9% |
| Admin fee / account holder | $101 | $656-84.6% | $5,479-98.2% | $521-80.6% |