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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $23,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,870 |
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 | $111,328 | $91,198+22.1% | $178,503-37.6% | $79,856+39.4% |
| Participation rate | 78.1% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 16.72% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,065 | $3,257-36.6% | $5,011-58.8% | $2,471-16.5% |
| Participant deferral / active EE | $3,619 | $3,237+11.8% | $5,202-30.4% | $3,741-3.2% |
| Admin fee / account holder | $42 | $6,748-99.4% | $13,987-99.7% | $5,306-99.2% |