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 | $255,458 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $115,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $241,061 | $104,336+131.0% | $159,474+51.2% | $86,821+177.7% |
| Participation rate | 99.8% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.5pp |
| Annual return | 21.05% | 26.32%-5.3pp | 263.68%-242.6pp | 97.94%-76.9pp |
| Employer contribution / active EE | $10,250 | $3,451+197.0% | $4,831+112.2% | $2,406+326.0% |
| Participant deferral / active EE | $10,692 | $6,837+56.4% | $7,353+45.4% | $4,132+158.8% |
| Admin fee / account holder | $491 | $172+185.3% | $10,802-95.5% | $170+189.7% |