Filed January 2, 2018
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 26 303 PEARL PARKWAY · SAN ANTONIO, TX 78215 | Advisory (Participants) | $23,065 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,609 | $64,176-67.9% | $112,249-81.6% | $66,938-69.2% |
| Participation rate | 96.4% | 68.4%+28.0pp | 75.1%+21.4pp | 69.8%+26.6pp |
| Annual return | -17.50% | -13.80%-3.7pp | 27.48%-45.0pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,433 | $3,694-7.1% | $4,729-27.4% | $4,238-19.0% |
| Admin fee / account holder | $151 | $626-75.8% | $6,412-97.6% | $594-74.5% |