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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 13 · EIN 41-1416330 | Contract Administrator | $24,744 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,120 | $61,391+32.1% | $149,723-45.8% | $71,529+13.4% |
| Participation rate | 82.7% | 62.5%+20.2pp | 78.8%+3.9pp | 67.9%+14.8pp |
| Annual return | 21.04% | 35.88%-14.8pp | 134.50%-113.5pp | 28.97%-7.9pp |
| Employer contribution / active EE | $3,105 | $2,384+30.3% | $4,821-35.6% | $2,590+19.9% |
| Participant deferral / active EE | $5,628 | $2,921+92.7% | $5,682-1.0% | $4,291+31.1% |
| Admin fee / account holder | $272 | $1,264-78.4% | $13,215-97.9% | $1,588-82.8% |