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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,710 | $119,446+117.4% | $150,045+73.1% | $85,563+203.5% |
| Participation rate | 99.8% | 75.4%+24.3pp | 82.3%+17.4pp | 66.0%+33.8pp |
| Annual return | 15.72% | 23.72%-8.0pp | 62.55%-46.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $11,172 | $4,078+174.0% | $4,693+138.1% | $2,654+321.0% |
| Participant deferral / active EE | $11,339 | $7,985+42.0% | $7,997+41.8% | $4,375+159.2% |
| Admin fee / account holder | $417 | $548-23.8% | $13,435-96.9% | $834-50.0% |