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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $76,158 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS CORP Service code 16 · EIN 41-1416330 | Consulting | $23,743 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,581 | $55,470-10.6% | $155,556-68.1% | $74,478-33.4% |
| Participation rate | 73.9% | 61.9%+12.0pp | 78.2%-4.3pp | 67.2%+6.7pp |
| Annual return | 12.05% | 269.80%-257.8pp | 64.84%-52.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,084 | $2,267-52.2% | $4,675-76.8% | $2,626-58.7% |
| Participant deferral / active EE | $2,722 | $2,838-4.1% | $5,631-51.7% | $4,350-37.4% |
| Admin fee / account holder | $260 | $1,744-85.1% | $15,885-98.4% | $1,946-86.6% |