Filed February 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $69,765 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $30,596 |
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 | $55,880 | $46,325+20.6% | $143,788-61.1% | $64,814-13.8% |
| Participation rate | 62.0% | 64.2%-2.2pp | 80.3%-18.3pp | 71.5%-9.5pp |
| Annual return | -16.27% | -10.05%-6.2pp | -0.03%-16.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,838 | $1,911-3.8% | $4,952-62.9% | $2,507-26.7% |
| Participant deferral / active EE | $4,470 | $2,647+68.9% | $5,638-20.7% | $4,310+3.7% |
| Admin fee / account holder | $261 | $154+69.5% | $14,675-98.2% | $188+38.8% |