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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 | $85,660-32.1% | $158,226-63.2% | $85,660-32.1% |
| Participation rate | 26.7% | 74.8%-48.2pp | 74.8%-48.2pp | 74.8%-48.2pp |
| Annual return | 11.86% | 19.52%-7.7pp | 501.41%-489.6pp | 19.52%-7.7pp |
| Employer contribution / active EE | $75 | $4,199-98.2% | $2,986-97.5% | $4,199-98.2% |
| Participant deferral / active EE | $1,130 | $3,518-67.9% | $4,317-73.8% | $3,518-67.9% |
| Admin fee / account holder | $527 | $224+135.4% | $10,217-94.8% | $224+135.4% |