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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $69,091 |
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $25,842 |
NATIONAL FINANCIAL SERVICES8 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 | $131,369 | $99,442+32.1% | $113,397+15.8% | $71,012+85.0% |
| Participation rate | 98.2% | 78.9%+19.3pp | 76.5%+21.7pp | 58.6%+39.6pp |
| Annual return | 12.04% | 17.93%-5.9pp | 23.20%-11.2pp | 37.67%-25.6pp |
| Employer contribution / active EE | $3,684 | $3,068+20.1% | $2,977+23.7% | $2,348+56.9% |
| Participant deferral / active EE | $6,141 | $4,915+24.9% | $5,076+21.0% | $3,246+89.2% |
| Admin fee / account holder | $125 | $535-76.7% | $11,957-99.0% | $1,167-89.3% |