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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,521 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
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 | $35,609 | $71,057-49.9% | $93,654-62.0% | $80,874-56.0% |
| Participation rate | 89.0% | 60.4%+28.6pp | 68.7%+20.3pp | 67.6%+21.4pp |
| Annual return | 10.25% | 11.26%-1.0pp | 133.34%-123.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $5,340 | $1,564+241.4% | $2,421+120.6% | $2,756+93.8% |
| Participant deferral / active EE | $3,483 | $4,034-13.7% | $4,413-21.1% | $4,297-18.9% |
| Admin fee / account holder | $316 | $6,944-95.5% | $8,282-96.2% | $6,935-95.5% |