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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MANAGMENT Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,184 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $3,548 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,260 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,576 | $63,114-53.1% | $92,909-68.2% | $65,185-54.6% |
| Participation rate | 70.0% | 68.8%+1.2pp | 76.0%-6.0pp | 70.2%-0.2pp |
| Annual return | 20.65% | 28.75%-8.1pp | 109.44%-88.8pp | 29.38%-8.7pp |
| Employer contribution / active EE | $3,173 | $2,571+23.4% | $3,653-13.2% | $2,177+45.8% |
| Participant deferral / active EE | $3,041 | $3,108-2.2% | $4,238-28.3% | $3,514-13.5% |
| Admin fee / account holder | $95 | $624-84.8% | $5,795-98.4% | $847-88.8% |