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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $16,529 |
Service code 37 · EIN 35-0145825 | Loan Processing | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,817 | $64,286-2.3% | $106,387-41.0% | $55,725+12.7% |
| Participation rate | 15.8% | 75.2%-59.4pp | 77.5%-61.7pp | 70.9%-55.1pp |
| Annual return | -7.72% | 0.84%-8.6pp | 0.25%-8.0pp | 244.93%-252.7pp |
| Employer contribution / active EE | $579 | $2,367-75.6% | $3,520-83.6% | $2,078-72.2% |
| Participant deferral / active EE | $790 | $4,158-81.0% | $5,421-85.4% | $3,356-76.5% |
| Admin fee / account holder | $317 | $102+209.6% | $7,510-95.8% | $115+174.9% |