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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ 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 | $28,229 | $38,365-26.4% | $84,637-66.6% | $65,186-56.7% |
| Participation rate | 97.3% | 55.7%+41.6pp | 68.2%+29.0pp | 70.2%+27.1pp |
| Annual return | 23.91% | 32.00%-8.1pp | 258.82%-234.9pp | 29.39%-5.5pp |
| Employer contribution / active EE | $549 | $1,258-56.3% | $2,653-79.3% | $2,177-74.8% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $20 | $451-95.6% | $4,914-99.6% | $847-97.7% |