Filed February 6, 2015
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 MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $42,107 |
Service code 49 · EIN 04-1590850 | Other Services | $4,221 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DWS FUNDS3 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FEDERATED4 years Service code 52 · EIN 25-6343882 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-2778698 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
LORD ABBETT4 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,413 | $52,293+40.4% | $178,499-58.9% | $73,4120% |
| Participation rate | 63.9% | 65.3%-1.4pp | 81.9%-18.0pp | 72.2%-8.3pp |
| Annual return | 16.74% | 34.75%-18.0pp | 151.10%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,736 | $1,7350% | $5,011-65.4% | $2,234-22.3% |
| Participant deferral / active EE | $4,206 | $2,332+80.3% | $5,202-19.1% | $3,806+10.5% |
| Admin fee / account holder | $13 | $127-89.7% | $13,986-99.9% | $158-91.7% |