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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $89,617 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $78,360 |
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 | $58,012 | $31,424+84.6% | $81,473-28.8% | $69,631-16.7% |
| Participation rate | 93.7% | 50.8%+42.9pp | 68.0%+25.8pp | 70.7%+23.0pp |
| Annual return | 7.79% | 22.44%-14.7pp | 38.78%-31.0pp | 27571.02%-27563.2pp |
| Employer contribution / active EE | $2,696 | $1,029+162.0% | $2,568+5.0% | $2,032+32.7% |
| Participant deferral / active EE | $3,730 | $1,838+102.9% | $3,537+5.5% | $3,224+15.7% |
| Admin fee / account holder | $142 | $103+38.8% | $4,561-96.9% | $110+28.9% |