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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $26,097 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -14.02% | -2.03%-12.0pp | -1.61%-12.4pp | -7.14%-6.9pp |
| Employer contribution / active EE | $3,723 | $10,054-63.0% | $30,840-87.9% | $14,613-74.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |