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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 55 | Other Commissions | $21,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,087 | $72,770-58.7% | $67,652-55.5% | $55,191-45.5% |
| Participation rate | 93.9% | 78.8%+15.1pp | 75.7%+18.2pp | 69.2%+24.7pp |
| Annual return | -1.04% | -3.26%+2.2pp | 6625.40%-6626.4pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,279 | $1,769-27.7% | $2,266-43.5% | $1,899-32.6% |
| Participant deferral / active EE | $4,456 | $3,408+30.7% | $3,560+25.2% | $3,046+46.3% |
| Admin fee / account holder | $15 | $79-81.5% | $4,821-99.7% | $91-83.9% |