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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT9+ 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 | $31,353 | $41,150-23.8% | $80,627-61.1% | $71,511-56.2% |
| Participation rate | 97.0% | 50.3%+46.7pp | 67.0%+30.0pp | 67.9%+29.1pp |
| Annual return | 19.10% | 38.48%-19.4pp | 936.76%-917.7pp | 28.86%-9.8pp |
| Employer contribution / active EE | $498 | $1,515-67.2% | $2,723-81.7% | $2,589-80.8% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $13 | $1,841-99.3% | $5,381-99.8% | $1,588-99.2% |