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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $22,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
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 | $30,358 | $63,905-52.5% | $74,184-59.1% | $57,658-47.3% |
| Participation rate | 86.3% | 79.8%+6.6pp | 76.6%+9.7pp | 70.2%+16.1pp |
| Annual return | 7.57% | 60.60%-53.0pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $731 | $1,840-60.3% | $2,370-69.2% | $1,974-63.0% |
| Participant deferral / active EE | $4,162 | $3,448+20.7% | $3,550+17.2% | $3,061+36.0% |
| Admin fee / account holder | $10 | $91-88.6% | $5,586-99.8% | $95-89.0% |