Filed September 18, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $210,478 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $120,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $259,710 | $110,483+135.1% | $145,433+78.6% | $79,634+226.1% |
| Participation rate | 99.8% | 71.1%+28.7pp | 82.1%+17.6pp | 62.5%+37.3pp |
| Annual return | 15.72% | 24.62%-8.9pp | 66.58%-50.9pp | 36.46%-20.7pp |
| Employer contribution / active EE | $11,172 | $4,053+175.7% | $4,554+145.3% | $2,529+341.7% |
| Participant deferral / active EE | $11,339 | $7,216+57.1% | $7,897+43.6% | $3,835+195.7% |
| Admin fee / account holder | $417 | $680-38.6% | $13,129-96.8% | $1,002-58.3% |