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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $28,256 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,201 | $101,653+10.4% | $147,080-23.7% | $74,459+50.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.69% | 8754.98%-8739.3pp | 420.17%-404.5pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,993 | $3,813-47.7% | $4,933-59.6% | $2,626-24.1% |
| Participant deferral / active EE | $12,951 | $7,304+77.3% | $8,066+60.6% | $4,350+197.7% |
| Admin fee / account holder | $124 | $1,752-92.9% | $12,989-99.0% | $1,945-93.6% |