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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ 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 | $30,186 | $43,133-30.0% | $89,435-66.2% | $73,497-58.9% |
| Participation rate | 97.9% | 55.0%+43.0pp | 68.0%+30.0pp | 70.7%+27.3pp |
| Annual return | 17.64% | 135.66%-118.0pp | 245.55%-227.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $513 | $1,438-64.3% | $2,587-80.2% | $2,270-77.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $444-97.3% | $4,884-99.8% | $513-97.7% |