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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $19,931 |
RANDALL & HURLEY, INC.2 years Service code 17 · EIN 91-1661080 | Pension Consulting | $18,824 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,386 | $64,119-16.7% | $112,228-52.4% | $66,914-20.2% |
| Participation rate | 67.2% | 68.5%-1.3pp | 75.1%-7.9pp | 69.8%-2.6pp |
| Annual return | -23.42% | -13.81%-9.6pp | 27.45%-50.9pp | 1.58%-25.0pp |
| Employer contribution / active EE | $2,844 | $3,005-5.4% | $3,635-21.8% | $2,544+11.8% |
| Participant deferral / active EE | $4,794 | $3,693+29.8% | $4,728+1.4% | $4,237+13.2% |
| Admin fee / account holder | $356 | $625-43.1% | $6,410-94.4% | $593-40.0% |