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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 | $79,223+9.2% | $102,460-15.6% | $74,478+16.2% |
| Participation rate | 99.1% | 74.8%+24.4pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 7.55% | 54.98%-47.4pp | 29.47%-21.9pp | 1370.56%-1363.0pp |
| Employer contribution / active EE | $3,638 | $2,363+53.9% | $3,025+20.2% | $2,626+38.5% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $518 | $2,003-74.1% | $9,460-94.5% | $1,946-73.4% |