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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 33 · EIN 41-1416330 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,574 | $36,767-25.0% | $81,473-66.2% | $62,293-55.7% |
| Participation rate | 97.6% | 54.4%+43.1pp | 68.0%+29.6pp | 69.5%+28.1pp |
| Annual return | 18.76% | 173.80%-155.0pp | 38.78%-20.0pp | 28.90%-10.1pp |
| Employer contribution / active EE | $606 | $1,128-46.3% | $2,568-76.4% | $2,042-70.3% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $12 | $797-98.5% | $4,561-99.7% | $479-97.5% |