Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 SOUTH 6TH STREET, P08 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $33,218 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS, IN Service code 15 4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ 85718 | Recordkeeping | $4,870 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,578 | $56,540-65.4% | $185,849-89.5% | $86,821-77.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.14% | 118.20%-105.1pp | 122.10%-109.0pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,002 | $1,844-45.7% | $5,169-80.6% | $2,406-58.4% |
| Participant deferral / active EE | $2,952 | $2,555+15.5% | $5,569-47.0% | $4,132-28.5% |
| Admin fee / account holder | $79 | $150-47.0% | $16,244-99.5% | $170-53.2% |