Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 06-1377177 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Other Commissions | $10,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,208 | $43,504-0.7% | $68,793-37.2% | $56,287-23.2% |
| Participation rate | 37.4% | 67.8%-30.4pp | 72.2%-34.8pp | 69.9%-32.4pp |
| Annual return | -4.63% | -3.15%-1.5pp | -4.63%0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,061 | $1,525-30.5% | $2,625-59.6% | $2,111-49.8% |
| Participant deferral / active EE | $1,783 | $2,509-28.9% | $3,311-46.1% | $3,350-46.8% |
| Admin fee / account holder | $239 | $515-53.6% | $5,131-95.3% | $521-54.1% |