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| Provider | Service type | Compensation |
|---|---|---|
CITY NATIONAL ROCKDALE1+ years Service code 26 · EIN 13-3360819 | Advisory (Participants) | $17,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,626 | $46,360+347.9% | $147,617+40.7% | $52,331+296.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.88% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $17,950 | $2,126+744.2% | $5,564+222.6% | $1,882+853.9% |
| Participant deferral / active EE | $13,641 | $2,258+504.2% | $4,895+178.6% | $3,022+351.4% |
| Admin fee / account holder | $207 | $766-72.9% | $11,612-98.2% | $592-65.0% |