Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $56,578 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,813 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 | Recordkeeping | $13,354 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,822 | $129,227-29.7% | $184,256-50.7% | $77,762+16.8% |
| Participation rate | 90.4% | 87.4%+3.0pp | 86.8%+3.6pp | 70.6%+19.8pp |
| Annual return | 14.37% | 33.24%-18.9pp | 28.85%-14.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $2,890 | $4,412-34.5% | $6,427-55.0% | $2,728+5.9% |
| Participant deferral / active EE | $6,720 | $7,307-8.0% | $9,133-26.4% | $4,651+44.5% |
| Admin fee / account holder | $168 | $256-34.4% | $13,899-98.8% | $433-61.3% |