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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 55 | Other Commissions | $21,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,362 | $102,382-43.0% | $147,005-60.3% | $80,874-27.8% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.2%-8.7pp | 67.6%+5.8pp |
| Annual return | 13.83% | 134.89%-121.1pp | 418.76%-404.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $4,999 | $3,715+34.6% | $4,934+1.3% | $2,756+81.4% |
| Participant deferral / active EE | $9,312 | $6,646+40.1% | $8,070+15.4% | $4,297+116.7% |
| Admin fee / account holder | $2 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |