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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 | $36,904+60.8% | $158,223-62.5% | $65,191-9.0% |
| Participation rate | 91.1% | 62.1%+29.0pp | 79.2%+11.9pp | 63.0%+28.1pp |
| Annual return | 5.92% | 24.43%-18.5pp | 52.09%-46.2pp | 51.24%-45.3pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $15 | $793-98.1% | $16,047-99.9% | $907-98.3% |