Filed September 18, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $13,361 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,942 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $32,986 | $99,957-67.0% | $149,715-78.0% | $73,493-55.1% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 10.33% | 53.87%-43.5pp | 276.66%-266.3pp | 28.51%-18.2pp |
| Employer contribution / active EE | $6,899 | $3,191+116.2% | $4,645+48.5% | $2,270+203.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $65 | $551-88.1% | $9,310-99.3% | $513-87.3% |