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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $39,156 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,357 | $62,324+25.7% | $68,509+14.4% | $55,191+42.0% |
| Participation rate | 94.0% | 78.9%+15.1pp | 74.7%+19.3pp | 69.2%+24.9pp |
| Annual return | -0.26% | 4.26%-4.5pp | 8.27%-8.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,264 | $2,223+46.8% | $2,278+43.3% | $1,899+71.9% |
| Participant deferral / active EE | $3,665 | $3,425+7.0% | $3,382+8.4% | $3,046+20.3% |
| Admin fee / account holder | $122 | $91+33.9% | $5,275-97.7% | $91+34.8% |