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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8+ 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 | $28,741 | $37,463-23.3% | $77,100-62.7% | $66,949-57.1% |
| Participation rate | 97.5% | 52.9%+44.5pp | 67.9%+29.6pp | 69.8%+27.7pp |
| Annual return | -17.73% | -3.25%-14.5pp | 42.35%-60.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $505 | $1,535-67.1% | $2,815-82.1% | $2,545-80.2% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $19 | $568-96.7% | $5,443-99.7% | $594-96.8% |