Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 41-1416330 60 SOUTH SIXTH STREET, P10 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $58,914 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,672 | $52,961+537.6% | $172,755+95.5% | $65,185+418.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.81% | 30.12%-10.3pp | 802.94%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $17,397 | $2,190+694.3% | $5,144+238.2% | $2,177+699.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $335 | $472-28.9% | $13,955-97.6% | $847-60.4% |