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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $62,837 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $16,044 |
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 | $263,862 | $101,591+159.7% | $147,096+79.4% | $74,429+254.5% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.2pp | 67.2%+14.8pp |
| Annual return | 14.71% | 8746.45%-8731.7pp | 419.75%-405.0pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $13,277 | $7,302+81.8% | $8,071+64.5% | $4,348+205.3% |
| Admin fee / account holder | $274 | $1,750-84.4% | $13,005-97.9% | $1,944-85.9% |