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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $157,570 |
RBC WEALTH MANAGEMENT1+ years Service code 27 75 STATE STREET, SUITE 1700 · BOSTON, MA 021091875 | Advisory (Plan) | $82,483 |
KPMG LLP1+ years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $22,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $6,548 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,310 |
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 | $60,078 | $71,957-16.5% | $67,652-11.2% | $59,188+1.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 75.7%+17.2pp | 69.4%+23.5pp |
| Annual return | 21.81% | 8.53%+13.3pp | 6625.40%-6603.6pp | 5.51%+16.3pp |
| Employer contribution / active EE | $2,165 | $2,432-11.0% | $2,266-4.4% | $2,098+3.2% |
| Participant deferral / active EE | $4,753 | $4,211+12.9% | $3,560+33.5% | $3,265+45.6% |
| Admin fee / account holder | -$11 | $64-116.6% | $4,821-100.2% | $92-111.5% |