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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 26 · EIN 39-1563018 | Advisory (Participants) | $33,504 |
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 | $124,298 | $122,063+1.8% | $184,256-32.5% | $74,478+66.9% |
| Participation rate | 74.9% | 85.5%-10.6pp | 86.8%-12.0pp | 67.2%+7.7pp |
| Annual return | 21.55% | 19.92%+1.6pp | 28.85%-7.3pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $3,448 | $4,539-24.0% | $6,427-46.4% | $2,626+31.3% |
| Participant deferral / active EE | $6,481 | $7,144-9.3% | $9,133-29.0% | $4,350+49.0% |
| Admin fee / account holder | $231 | $1,253-81.6% | $13,899-98.3% | $1,946-88.1% |