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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH MGMT Service code 28 5790 WIDEWATERS PKWY · DEWITT, NY 132143500 | Investment Management | $13,645 |
Filed as: BENEFIT PLANS ADMIN SVCS Service code 19 · EIN 16-1503696 | Securities Custodian | $7,698 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,136 | $78,670+31.1% | $109,173-5.5% | $85,847+20.1% |
| Participation rate | 81.9% | 68.3%+13.7pp | 75.9%+6.1pp | 69.3%+12.6pp |
| Annual return | 14.73% | 25.09%-10.4pp | 25.75%-11.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $9,821 | $2,734+259.2% | $3,723+163.8% | $2,565+282.8% |
| Participant deferral / active EE | $1,996 | $3,467-42.4% | $4,654-57.1% | $3,952-49.5% |
| Admin fee / account holder | $199 | $5,469-96.4% | $6,755-97.0% | $6,261-96.8% |