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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 27 3550 LENOX ROAD NE SUITE 1950 · ATLANTA, GA 303264315 | Advisory (Plan) | $27,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,162 | $54,590-48.4% | $81,716-65.5% | $73,493-61.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 9.25% | 17.74%-8.5pp | 29.49%-20.2pp | 28.51%-19.3pp |
| Employer contribution / active EE | $1,389 | $1,636-15.1% | $4,310-67.8% | $2,270-38.8% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $212 | $592-64.1% | $5,159-95.9% | $513-58.6% |