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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MGMT Service code 28 5790 WIDEWATERS PKWY · DEWITT, NY 132143500 | Investment Management | $19,923 |
Filed as: BENEFIT PLANS ADMIN SVCS Service code 19 · EIN 16-1503696 | Securities Custodian | $8,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,311 | $64,729+25.6% | $112,263-27.6% | $68,490+18.7% |
| Participation rate | 95.3% | 67.2%+28.2pp | 75.1%+20.3pp | 67.9%+27.4pp |
| Annual return | -17.34% | -11.40%-5.9pp | 27.49%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $9,948 | $2,746+262.3% | $3,636+173.6% | $2,597+283.1% |
| Participant deferral / active EE | $2,089 | $3,566-41.4% | $4,729-55.8% | $4,028-48.1% |
| Admin fee / account holder | $298 | $5,222-94.3% | $6,410-95.4% | $5,403-94.5% |