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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP. Service code 28 · EIN 41-1146330 | Investment Management | $8,711 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $2,800 |
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 | $80,372 | $75,388+6.6% | $123,553-34.9% | $55,725+44.2% |
| Participation rate | 92.7% | 75.7%+17.1pp | 82.3%+10.4pp | 70.9%+21.9pp |
| Annual return | -4.56% | 4.48%-9.0pp | 119.21%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $5,945 | $3,063+94.1% | $4,628+28.5% | $2,078+186.1% |
| Participant deferral / active EE | $6,716 | $5,651+18.9% | $6,426+4.5% | $3,356+100.1% |
| Admin fee / account holder | $17 | $120-85.5% | $9,284-99.8% | $115-84.9% |