See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 PO BOX 200 · RIVERSIDE, IL 60546 | Advisory (Participants) | $56,255 |
NATIONWIDE1 year Service code 22 · EIN 31-4156830 ONE NATIONWIDE · COLUMBUS, OH 43215 | Insurance Broker | $7,230 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL Service code 27 · EIN 41-1416330 PO BOX 200 · RIVERSIDE, IL 60546 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,360 | $99,985+234.4% | $146,665+128.0% | $85,850+289.5% |
| Participation rate | 92.0% | 73.1%+18.9pp | 80.1%+11.9pp | 69.3%+22.7pp |
| Annual return | 11.95% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $5,088 | $2,559+98.9% | $4,136+23.0% | $2,565+98.4% |
| Participant deferral / active EE | $9,768 | $4,006+143.9% | $5,506+77.4% | $3,952+147.2% |
| Admin fee / account holder | $709 | $7,702-90.8% | $10,280-93.1% | $6,260-88.7% |