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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $29,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,998 | $95,415+21.6% | $185,851-37.6% | $85,851+35.1% |
| Participation rate | 91.7% | 68.8%+22.9pp | 81.7%+10.0pp | 69.3%+22.3pp |
| Annual return | 14.66% | 23.59%-8.9pp | 122.11%-107.4pp | 318.63%-304.0pp |
| Employer contribution / active EE | $7,851 | $3,314+136.9% | $5,168+51.9% | $2,565+206.0% |
| Participant deferral / active EE | $4,353 | $3,424+27.1% | $5,569-21.8% | $3,952+10.1% |
| Admin fee / account holder | $51 | $7,215-99.3% | $16,245-99.7% | $6,261-99.2% |