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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT10+ 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 | $32,284 | $45,119-28.4% | $85,126-62.1% | $74,429-56.6% |
| Participation rate | 98.6% | 49.4%+49.2pp | 67.5%+31.1pp | 67.2%+31.4pp |
| Annual return | 15.45% | 26.28%-10.8pp | 66.63%-51.2pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $467 | $1,460-68.0% | $2,731-82.9% | $2,625-82.2% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10 | $2,214-99.6% | $6,160-99.8% | $1,944-99.5% |