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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $62,551 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $56,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,916 | $53,932+40.8% | $134,155-43.4% | $90,274-15.9% |
| Participation rate | 28.5% | 60.4%-31.9pp | 72.2%-43.7pp | 73.4%-44.9pp |
| Annual return | 17.55% | 23.16%-5.6pp | 36.34%-18.8pp | 53.97%-36.4pp |
| Employer contribution / active EE | $482 | $1,611-70.1% | $3,705-87.0% | $2,523-80.9% |
| Participant deferral / active EE | $1,215 | $2,432-50.0% | $3,500-65.3% | $4,231-71.3% |
| Admin fee / account holder | $146 | $104+41.0% | $6,685-97.8% | $114+28.1% |