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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7+ 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 | $35,121 | $79,694-55.9% | $96,171-63.5% | $79,391-55.8% |
| Participation rate | 98.0% | 54.0%+44.0pp | 68.4%+29.5pp | 70.7%+27.3pp |
| Annual return | 17.39% | 40.84%-23.5pp | 192.04%-174.7pp | 116.88%-99.5pp |
| Employer contribution / active EE | $503 | $1,443-65.2% | $2,799-82.0% | $2,428-79.3% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $12 | $630-98.1% | $5,538-99.8% | $627-98.0% |