Filed March 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,406 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 61 · EIN 41-1416330 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,042 | $30,599-57.4% | $74,577-82.5% | $57,658-77.4% |
| Participation rate | 82.2% | 49.1%+33.1pp | 68.1%+14.1pp | 70.2%+12.0pp |
| Annual return | 13.80% | 14.24%-0.4pp | 20.47%-6.7pp | 5.13%+8.7pp |
| Employer contribution / active EE | $1 | $1,000-99.9% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,600 | $1,805+44.1% | $3,458-24.8% | $3,061-15.0% |
| Admin fee / account holder | $7 | $98-92.6% | $4,138-99.8% | $95-92.4% |