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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $39,665 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $925 |
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 | $87,710 | $74,024+18.5% | $78,002+12.4% | $57,658+52.1% |
| Participation rate | 91.8% | 79.7%+12.0pp | 75.5%+16.2pp | 70.2%+21.5pp |
| Annual return | 8.60% | 12.14%-3.5pp | 425.99%-417.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $3,505 | $2,365+48.2% | $2,470+41.9% | $1,974+77.6% |
| Participant deferral / active EE | $4,007 | $3,533+13.4% | $3,497+14.6% | $3,061+30.9% |
| Admin fee / account holder | $123 | $93+32.0% | $5,481-97.8% | $95+30.1% |