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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $28,262 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 14.14% | 10.76%+3.4pp | 10.56%+3.6pp | 13.59%+0.6pp |
| Employer contribution / active EE | $5,588 | $10,184-45.1% | $30,197-81.5% | $14,592-61.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |