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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $14,986 |
PENCHECKS6 years Service code 49 · EIN 33-6134835 | Other Services | $8,221 |
PRIME CAPITAL INVESTMENT ADVISORS10+ years Filed as: PRIME PENSIONS, INC. Service code 11 · EIN 46-1224594 | Actuarial | $3,213 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | 1.68% | 10.02%-8.3pp | 9.82%-8.1pp | 13.05%-11.4pp |
| Employer contribution / active EE | $0 | $31,894-100.0% | $30,304-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |