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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,055 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP Service code 16 · EIN 41-1416330 | Consulting | $18,922 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,673 | $65,083-45.2% | $143,788-75.2% | $66,930-46.7% |
| Participation rate | 81.8% | 65.2%+16.6pp | 80.3%+1.5pp | 69.8%+12.0pp |
| Annual return | -15.17% | -11.13%-4.0pp | -0.03%-15.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $1,179 | $2,361-50.1% | $4,952-76.2% | $2,545-53.7% |
| Participant deferral / active EE | $2,712 | $2,920-7.1% | $5,638-51.9% | $4,238-36.0% |
| Admin fee / account holder | $173 | $502-65.5% | $14,675-98.8% | $593-70.8% |