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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,607 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,494 | $73,863+23.9% | $143,797-36.4% | $68,490+33.6% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.6pp | 67.9%+10.9pp |
| Annual return | -15.45% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $7,098 | $3,185+122.9% | $4,952+43.3% | $2,597+173.4% |
| Participant deferral / active EE | $5,144 | $3,385+52.0% | $5,638-8.8% | $4,028+27.7% |
| Admin fee / account holder | $63 | $5,756-98.9% | $14,679-99.6% | $5,403-98.8% |