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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $31,705 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,705 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,065 | $101,591-60.6% | $147,096-72.8% | $74,429-46.2% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 12.93% | 8746.45%-8733.5pp | 419.75%-406.8pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,062 | $3,813-72.1% | $4,936-78.5% | $2,625-59.5% |
| Participant deferral / active EE | $5,427 | $7,302-25.7% | $8,071-32.8% | $4,348+24.8% |
| Admin fee / account holder | $184 | $1,750-89.5% | $13,005-98.6% | $1,944-90.5% |