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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 55 | Other Commissions | $21,504 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,362 | $102,422-43.0% | $147,117-60.3% | $80,959-27.9% |
| Participation rate | 73.4% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 13.83% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $4,999 | $3,717+34.5% | $4,932+1.3% | $2,757+81.3% |
| Participant deferral / active EE | $9,312 | $6,652+40.0% | $8,065+15.5% | $4,300+116.5% |
| Admin fee / account holder | $2 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |