Filed January 2, 2018
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP. Service code 27 303 PEARL PARKWAY · SAN ANTONIO, TX 78215 | Advisory (Plan) | $25,482 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,360 | $80,724-56.2% | $103,333-65.8% | $74,495-52.5% |
| Participation rate | 96.4% | 65.7%+30.7pp | 74.5%+21.9pp | 67.2%+29.2pp |
| Annual return | 24.41% | 27.56%-3.1pp | 24.88%-0.5pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,640 | $3,860-5.7% | $5,057-28.0% | $4,346-16.2% |
| Admin fee / account holder | $159 | $2,368-93.3% | $8,355-98.1% | $1,942-91.8% |