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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,810 |
RBC WEALTH MANAGEMENT1+ years Service code 27 50 N. DUKE STREET · YORK, PA 17401 | Advisory (Plan) | $8,119 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,488 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,716 | $50,464+12.4% | $75,784-25.2% | $52,331+8.4% |
| Participation rate | 97.7% | 66.8%+30.9pp | 75.8%+21.9pp | 68.1%+29.6pp |
| Annual return | -0.92% | 1.03%-1.9pp | 9.68%-10.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,904 | $1,988-4.2% | $3,323-42.7% | $1,882+1.2% |
| Participant deferral / active EE | $4,637 | $2,570+80.4% | $3,652+27.0% | $3,022+53.4% |
| Admin fee / account holder | $117 | $1,103-89.4% | $5,300-97.8% | $592-80.2% |