Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $25,996 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS, IN Service code 15 4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ 85718 | Recordkeeping | $4,502 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,093 |
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 | $21,542 | $52,293-58.8% | $178,503-87.9% | $73,412-70.7% |
| Participation rate | 73.7% | 65.3%+8.3pp | 81.9%-8.3pp | 72.2%+1.5pp |
| Annual return | 15.92% | 34.75%-18.8pp | 151.12%-135.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $870 | $1,736-49.9% | $5,011-82.6% | $2,234-61.1% |
| Participant deferral / active EE | $2,338 | $2,333+0.2% | $5,202-55.1% | $3,806-38.6% |
| Admin fee / account holder | $84 | $127-33.7% | $13,987-99.4% | $158-46.5% |