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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $874 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $369 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $99 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,767 | $64,457-83.3% | $111,392-90.3% | $55,725-80.7% |
| Participation rate | 57.8% | 79.7%-21.8pp | 78.9%-21.0pp | 70.9%-13.0pp |
| Annual return | 310.50% | -19.97%+330.5pp | -2.06%+312.6pp | 244.93%+65.6pp |
| Employer contribution / active EE | $1,239 | $3,956-68.7% | $4,328-71.4% | $2,078-40.4% |
| Participant deferral / active EE | $1,945 | $5,219-62.7% | $5,567-65.1% | $3,356-42.0% |
| Admin fee / account holder | $26 | $112-76.7% | $12,266-99.8% | $115-77.3% |