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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; Parti... | $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 | $89,067+42.0% | $102,423+23.5% | $77,714+62.7% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 26.90% | 25.01%+1.9pp | 29.42%-2.5pp | 31.26%-4.4pp |
| Employer contribution / active EE | $1,045 | $2,699-61.3% | $3,023-65.4% | $2,727-61.7% |
| Participant deferral / active EE | $5,602 | $5,147+8.8% | $5,054+10.8% | $4,649+20.5% |
| Admin fee / account holder | $112 | $236-52.6% | $9,455-98.8% | $433-74.2% |