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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT11+ years Filed as: CITY NATIONAL BANK Service code 21 · EIN 55-0399323 | Bank Trustee | $35,000 |
Service code 21 · EIN 42-0127290 | Bank Trustee | $8,830 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 34.1%-34.1pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 9.67% | -4.99%+14.7pp | -1.52%+11.2pp | 13.02%-3.4pp |
| Employer contribution / active EE | $8,739 | $48,419-82.0% | $42,251-79.3% | $34,257-74.5% |
| Participant deferral / active EE | $0 | $0 | $87-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |