Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $27,424 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $864 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,890 | $64,909+9.2% | $82,312-13.9% | $62,293+13.8% |
| Participation rate | 78.9% | 74.9%+4.1pp | 76.9%+2.1pp | 69.5%+9.4pp |
| Annual return | 13.02% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $578 | $1,676-65.5% | $2,428-76.2% | $2,042-71.7% |
| Participant deferral / active EE | $1,545 | $3,103-50.2% | $3,706-58.3% | $3,169-51.2% |
| Admin fee / account holder | $246 | $440-44.0% | $5,608-95.6% | $479-48.7% |