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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $64,661 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $43,914 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $8,104 |
EDBERG & PERRY INC2 years Filed as: EDBERG PERRY, LLC Service code 15 · EIN 86-0738258 | Recordkeeping | $5,000 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 41-0947998 | Bank Trustee | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,161 | $100,573-42.2% | $94,105-38.2% | $100,573-42.2% |
| Participation rate | 26.7% | 70.9%-44.3pp | 71.9%-45.3pp | 70.9%-44.3pp |
| Annual return | 11.86% | 18.89%-7.0pp | 204.55%-192.7pp | 18.89%-7.0pp |
| Employer contribution / active EE | $75 | $3,763-98.0% | $2,504-97.0% | $3,763-98.0% |
| Participant deferral / active EE | $1,130 | $4,921-77.0% | $3,881-70.9% | $4,921-77.0% |
| Admin fee / account holder | $527 | $454+16.1% | $6,199-91.5% | $454+16.1% |