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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Other Commissions | $120,899 |
Service code 10 · EIN 25-1408703 | Accounting | $14,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $59,337 | $36,002+64.8% | $161,489-63.3% | $64,728-8.3% |
| Participation rate | 91.1% | 57.4%+33.6pp | 78.7%+12.4pp | 57.9%+33.2pp |
| Annual return | 5.92% | 33.93%-28.0pp | 89.72%-83.8pp | 49.38%-43.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $15 | $931-98.4% | $16,006-99.9% | $1,145-98.7% |