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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $44,214 |
Filed as: PRIME PENSIONS, INC. Service code 11 · EIN 46-1224594 | Actuarial | $11,883 |
PENCHECKS2 years Service code 49 · EIN 33-6134835 | Other Services | $2,518 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 10.88% | 9.03%+1.9pp | 90.61%-79.7pp | 9.29%+1.6pp |
| Employer contribution / active EE | $3,973 | $14,065-71.8% | $32,730-87.9% | $15,168-73.8% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |