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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,061 | $104,317+131.1% | $159,436+51.2% | $86,799+177.7% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.8%+16.9pp | 72.3%+27.5pp |
| Annual return | 21.05% | 26.32%-5.3pp | 263.57%-242.5pp | 97.91%-76.9pp |
| Employer contribution / active EE | $10,250 | $3,451+197.0% | $4,829+112.2% | $2,405+326.1% |
| Participant deferral / active EE | $10,692 | $6,837+56.4% | $7,352+45.4% | $4,131+158.8% |
| Admin fee / account holder | $491 | $172+185.2% | $10,799-95.5% | $170+189.7% |