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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 | $101,499-60.5% | $147,005-72.7% | $74,546-46.3% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 12.93% | 8732.34%-8719.4pp | 418.76%-405.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $1,062 | $3,811-72.1% | $4,934-78.5% | $2,624-59.5% |
| Participant deferral / active EE | $5,427 | $7,304-25.7% | $8,070-32.7% | $4,347+24.8% |
| Admin fee / account holder | $184 | $1,748-89.5% | $13,006-98.6% | $1,944-90.5% |