Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,007 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 20-0563684 | Advisory (Plan) | $24,529 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,733 | $58,859-64.8% | $129,397-84.0% | $77,714-73.3% |
| Participation rate | 80.8% | 59.3%+21.4pp | 69.6%+11.2pp | 70.6%+10.2pp |
| Annual return | 15.76% | 24.74%-9.0pp | 9453.98%-9438.2pp | 31.26%-15.5pp |
| Employer contribution / active EE | $1,119 | $1,952-42.7% | $4,154-73.1% | $2,727-59.0% |
| Participant deferral / active EE | $3,293 | $3,215+2.4% | $4,167-21.0% | $4,649-29.2% |
| Admin fee / account holder | $111 | $591-81.3% | $7,679-98.6% | $433-74.5% |