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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 | $102,429-43.0% | $147,096-60.3% | $80,925-27.9% |
| Participation rate | 73.4% | 75.9%-2.4pp | 82.2%-8.8pp | 67.7%+5.8pp |
| Annual return | 13.83% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $4,999 | $3,716+34.5% | $4,936+1.3% | $2,756+81.4% |
| Participant deferral / active EE | $9,312 | $6,649+40.1% | $8,071+15.4% | $4,299+116.6% |
| Admin fee / account holder | $2 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |