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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT Service code 28 5790 WIDEWATERS PKWY · DEWITT, NY 132143500 | Investment Management | $10,805 |
Filed as: BENEFIT PLANS ADMIN SVCS Service code 19 · EIN 16-1503696 | Securities Custodian | $6,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,027 | $63,114+17.3% | $92,915-20.3% | $65,186+13.6% |
| Participation rate | 64.0% | 68.8%-4.8pp | 76.0%-12.0pp | 70.2%-6.2pp |
| Annual return | 17.01% | 28.75%-11.7pp | 109.45%-92.4pp | 29.39%-12.4pp |
| Employer contribution / active EE | $5,452 | $2,571+112.1% | $3,653+49.2% | $2,177+150.5% |
| Participant deferral / active EE | $1,055 | $3,108-66.1% | $4,238-75.1% | $3,514-70.0% |
| Admin fee / account holder | $161 | $624-74.1% | $5,796-97.2% | $847-80.9% |