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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $28,867 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,885 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 21 · EIN 26-4311657 | Bank Trustee | $12,965 |
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 | $96,121 | $75,284+27.7% | $91,004+5.6% | $69,631+38.0% |
| Participation rate | 94.6% | 80.4%+14.2pp | 75.6%+19.0pp | 70.7%+23.9pp |
| Annual return | 19.50% | 48.40%-28.9pp | 4.60%+14.9pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $3,593 | $2,473+45.3% | $2,456+46.3% | $2,032+76.8% |
| Participant deferral / active EE | $4,442 | $3,700+20.1% | $3,548+25.2% | $3,224+37.8% |
| Admin fee / account holder | $181 | $111+64.0% | $5,417-96.7% | $110+64.2% |