Filed June 9, 2026 (most recent of 10 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,084 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 16 · EIN 41-1416330 | Consulting | $74,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,601 | $69,823-39.0% | $77,163-44.8% | $74,419-42.8% |
| Participation rate | 95.3% | 70.0%+25.3pp | 69.6%+25.8pp | 70.7%+24.6pp |
| Annual return | 18.19% | 19.98%-1.8pp | 37.87%-19.7pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,547 | $2,150-28.0% | $2,535-39.0% | $2,637-41.3% |
| Participant deferral / active EE | $4,586 | $3,558+28.9% | $3,833+19.6% | $4,528+1.3% |
| Admin fee / account holder | $123 | $398-69.1% | $5,472-97.8% | $348-64.7% |