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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $27,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,056 |
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 | $36,825 | $69,305-46.9% | $82,312-55.3% | $69,631-47.1% |
| Participation rate | 90.0% | 80.3%+9.8pp | 76.9%+13.1pp | 70.7%+19.3pp |
| Annual return | 20.39% | 21.47%-1.1pp | 25.88%-5.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $906 | $1,887-52.0% | $2,428-62.7% | $2,032-55.4% |
| Participant deferral / active EE | $4,877 | $3,568+36.7% | $3,706+31.6% | $3,224+51.3% |
| Admin fee / account holder | $14 | $97-86.1% | $5,608-99.8% | $110-87.8% |