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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $67,575 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $19,791 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,449 | $89,123+41.9% | $102,460+23.4% | $77,762+62.6% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 26.90% | 25.05%+1.8pp | 29.47%-2.6pp | 31.27%-4.4pp |
| Employer contribution / active EE | $1,045 | $2,700-61.3% | $3,025-65.5% | $2,728-61.7% |
| Participant deferral / active EE | $5,602 | $5,148+8.8% | $5,056+10.8% | $4,651+20.4% |
| Admin fee / account holder | $112 | $236-52.6% | $9,460-98.8% | $433-74.2% |