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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $20,059 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,809 |
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.)
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 | $78,576 | $75,419+4.2% | $392,568-80.0% | $67,582+16.3% |
| Participation rate | 16.3% | 74.8%-58.5pp | 78.1%-61.7pp | 71.3%-55.0pp |
| Annual return | 23.48% | 36.70%-13.2pp | 24.42%-0.9pp | 378.57%-355.1pp |
| Employer contribution / active EE | $597 | $2,636-77.4% | $3,783-84.2% | $2,148-72.2% |
| Participant deferral / active EE | $867 | $4,347-80.0% | $5,985-85.5% | $3,539-75.5% |
| Admin fee / account holder | $352 | $114+209.0% | $6,260-94.4% | $142+147.1% |