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 | $284,509 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $126,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,063 | $106,247+127.8% | $147,096+64.6% | $77,714+211.5% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 13.45% | 56.87%-43.4pp | 419.75%-406.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $11,116 | $4,069+173.2% | $4,936+125.2% | $2,727+307.6% |
| Participant deferral / active EE | $11,597 | $7,996+45.0% | $8,071+43.7% | $4,649+149.4% |
| Admin fee / account holder | $510 | $338+50.7% | $13,005-96.1% | $433+17.7% |