Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 06-1377177 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Other Commissions | $14,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,976 | $50,199-18.4% | $69,884-41.4% | $66,938-38.8% |
| Participation rate | 40.3% | 66.3%-26.1pp | 70.5%-30.2pp | 69.8%-29.5pp |
| Annual return | -15.69% | -13.85%-1.8pp | 190.81%-206.5pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,155 | $1,864-38.1% | $2,560-54.9% | $2,545-54.6% |
| Participant deferral / active EE | $2,025 | $3,112-34.9% | $3,848-47.4% | $4,238-52.2% |
| Admin fee / account holder | $180 | $600-70.0% | $6,266-97.1% | $594-69.7% |