Filed April 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $46,746 |
RSM US LLP1 year Service code 99 · EIN 41-1523429 | Other Fees | $14,553 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,505 | $77,670+146.6% | $109,163+75.4% | $79,393+141.2% |
| Participation rate | 96.2% | 67.8%+28.4pp | 75.9%+20.3pp | 70.7%+25.5pp |
| Annual return | 14.40% | 23.44%-9.0pp | 25.75%-11.4pp | 116.87%-102.5pp |
| Employer contribution / active EE | $4,373 | $2,798+56.3% | $3,723+17.5% | $2,428+80.1% |
| Participant deferral / active EE | $8,889 | $3,518+152.7% | $4,654+91.0% | $4,046+119.7% |
| Admin fee / account holder | $497 | $732-32.1% | $6,754-92.6% | $627-20.6% |