Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,578 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,896 | $71,534+1.9% | $98,462-26.0% | $71,529+1.9% |
| Participation rate | 93.1% | 72.7%+20.4pp | 75.2%+17.9pp | 67.9%+25.2pp |
| Annual return | 18.68% | 32.44%-13.8pp | 21.17%-2.5pp | 28.97%-10.3pp |
| Employer contribution / active EE | $1,695 | $2,399-29.4% | $3,049-44.4% | $2,590-34.6% |
| Participant deferral / active EE | $3,840 | $4,109-6.5% | $4,738-19.0% | $4,291-10.5% |
| Admin fee / account holder | $231 | $1,677-86.2% | $8,875-97.4% | $1,588-85.5% |