Filed September 18, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,226 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $8,174 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,821 | $75,388-61.8% | $123,552-76.7% | $55,725-48.3% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.3%+17.2pp | 70.9%+28.6pp |
| Annual return | -5.72% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $3,078 | $3,063+0.5% | $4,628-33.5% | $2,078+48.1% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $18 | $120-84.7% | $9,285-99.8% | $115-84.1% |