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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,994 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,838 | $76,107-21.4% | $96,576-38.0% | $71,495-16.3% |
| Participation rate | 84.5% | 74.4%+10.1pp | 76.0%+8.5pp | 67.9%+16.6pp |
| Annual return | 15.84% | 22.81%-7.0pp | 25.87%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,832 | $2,247-18.5% | $2,965-38.2% | $2,589-29.3% |
| Participant deferral / active EE | $3,479 | $4,218-17.5% | $4,851-28.3% | $4,291-18.9% |
| Admin fee / account holder | $88 | $2,708-96.7% | $8,253-98.9% | $1,588-94.4% |