Filed September 18, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $236,989 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $107,433 |
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 | $210,993 | $95,417+121.1% | $135,974+55.2% | $74,460+183.4% |
| Participation rate | 99.8% | 78.2%+21.6pp | 81.9%+17.9pp | 70.7%+29.0pp |
| Annual return | 17.57% | 32.76%-15.2pp | 68.30%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $10,296 | $3,878+165.5% | $4,859+111.9% | $2,638+290.3% |
| Participant deferral / active EE | $10,721 | $7,789+37.6% | $7,760+38.2% | $4,530+136.7% |
| Admin fee / account holder | $419 | $266+57.6% | $10,767-96.1% | $348+20.6% |