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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 | Advisory (Plan) | $80,035 |
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 13-3689044 | Recordkeeping | $31,300 |
NATIONAL ADMINISTRATION, INC.3+ years Service code 15 · EIN 39-1967492 | Recordkeeping | $12,367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,641 | $86,897-23.3% | $151,639-56.1% | $64,819+2.8% |
| Participation rate | 75.0% | 87.3%-12.2pp | 87.5%-12.5pp | 71.5%+3.6pp |
| Annual return | -16.22% | -3.57%-12.7pp | 3.34%-19.6pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,544 | $4,010-36.6% | $6,165-58.7% | $2,507+1.5% |
| Participant deferral / active EE | $5,554 | $6,690-17.0% | $8,363-33.6% | $4,311+28.8% |
| Admin fee / account holder | $203 | $153+33.0% | $11,613-98.2% | $188+8.3% |