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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416339 | Advisory (Participants) | $13,610 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 99 | Other Fees | $2,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,769 | $81,494-30.3% | $133,978-57.6% | $73,497-22.8% |
| Participation rate | 55.4% | 76.4%-21.0pp | 79.8%-24.5pp | 70.7%-15.3pp |
| Annual return | 14.49% | 19.40%-4.9pp | 45.10%-30.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,182 | $2,210-46.5% | $3,919-69.8% | $2,270-47.9% |
| Participant deferral / active EE | $2,482 | $3,787-34.5% | $5,047-50.8% | $3,740-33.6% |
| Admin fee / account holder | $20 | $713-97.2% | $8,930-99.8% | $513-96.1% |