Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $54,576 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $30,000 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $14,625 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $7,439 |
EDBERG & PERRY INC1 year Filed as: EDBERG PERRY, LLC Service code 15 · EIN 86-0738258 | Recordkeeping | $5,000 |
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 | $53,036 | $58,336-9.1% | $97,260-45.5% | $199,960-73.5% |
| Participation rate | 32.7% | 63.8%-31.1pp | 72.7%-40.0pp | 72.0%-39.3pp |
| Annual return | 16.14% | 32.81%-16.7pp | 75.54%-59.4pp | 34.28%-18.1pp |
| Employer contribution / active EE | $103 | $1,416-92.7% | $2,721-96.2% | $3,036-96.6% |
| Participant deferral / active EE | $1,438 | $3,240-55.6% | $4,262-66.3% | $5,087-71.7% |
| Admin fee / account holder | $438 | $114+284.0% | $5,640-92.2% | $269+62.5% |