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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,065 | $101,672-60.6% | $147,117-72.8% | $74,478-46.2% |
| Participation rate | 93.6% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 12.93% | 8757.83%-8744.9pp | 420.54%-407.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,062 | $3,813-72.2% | $4,932-78.5% | $2,626-59.6% |
| Participant deferral / active EE | $5,427 | $7,305-25.7% | $8,065-32.7% | $4,350+24.8% |
| Admin fee / account holder | $184 | $1,753-89.5% | $12,993-98.6% | $1,946-90.5% |