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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $60,945 |
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $47,182 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,877 | $30,599+79.3% | $74,577-26.4% | $57,658-4.8% |
| Participation rate | 89.9% | 49.1%+40.7pp | 68.1%+21.8pp | 70.2%+19.7pp |
| Annual return | 1.13% | 14.24%-13.1pp | 20.47%-19.3pp | 5.13%-4.0pp |
| Employer contribution / active EE | $2,490 | $1,000+149.1% | $2,525-1.4% | $1,974+26.2% |
| Participant deferral / active EE | $3,369 | $1,805+86.6% | $3,458-2.6% | $3,061+10.1% |
| Admin fee / account holder | $104 | $98+6.0% | $4,138-97.5% | $95+9.9% |