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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RBC Service code 28 · EIN 41-1416330 | Investment Management | $64,264 |
Filed as: MORGAN STANLEY Service code 28 · EIN 11-3658445 | Investment Management | $14,243 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,509 | $79,184+9.3% | $102,438-15.5% | $74,546+16.0% |
| Participation rate | 99.1% | 74.8%+24.4pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 7.55% | 54.95%-47.4pp | 29.37%-21.8pp | 1366.03%-1358.5pp |
| Employer contribution / active EE | $3,638 | $2,362+54.0% | $3,024+20.3% | $2,624+38.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $518 | $2,001-74.1% | $9,448-94.5% | $1,944-73.3% |