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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,035 |
Annual investment return 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 | $79,084 | $78,562+0.7% | $105,608-25.1% | $74,429+6.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 75.3%+14.7pp | 67.2%+22.8pp |
| Annual return | 10.25% | 15.94%-5.7pp | 116.50%-106.2pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,813 | $2,521-28.1% | $3,167-42.8% | $2,625-30.9% |
| Participant deferral / active EE | $4,211 | $4,321-2.6% | $5,010-15.9% | $4,348-3.2% |
| Admin fee / account holder | $270 | $2,217-87.8% | $11,028-97.6% | $1,944-86.1% |