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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $89,478 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,557 |
NATIONAL ADMINISTRATION, INC.4+ years Service code 15 · EIN 39-1967492 | Recordkeeping | $5,875 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 | Recordkeeping | $3,560 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $1,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,720 | $100,272-22.5% | $170,043-54.3% | $74,460+4.4% |
| Participation rate | 76.9% | 87.4%-10.5pp | 87.0%-10.1pp | 70.7%+6.1pp |
| Annual return | 17.42% | 66.12%-48.7pp | 53.40%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,667 | $4,266-37.5% | $6,790-60.7% | $2,638+1.1% |
| Participant deferral / active EE | $6,087 | $7,147-14.8% | $10,410-41.5% | $4,530+34.4% |
| Admin fee / account holder | $210 | $235-10.6% | $12,824-98.4% | $348-39.7% |