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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 55 | Other Commissions | $33,677 |
NOVA 401(K) ASSOCIATES10+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,000 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,501 | $59,456+40.4% | $93,669-10.9% | $74,429+12.2% |
| Participation rate | 88.8% | 59.6%+29.2pp | 68.7%+20.1pp | 67.2%+21.6pp |
| Annual return | 11.15% | 82.00%-70.8pp | 133.59%-122.4pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $433 | $1,266-65.8% | $2,424-82.1% | $2,625-83.5% |
| Participant deferral / active EE | $5,490 | $3,052+79.9% | $4,416+24.3% | $4,348+26.3% |
| Admin fee / account holder | $54 | $3,026-98.2% | $8,291-99.4% | $1,944-97.2% |