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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP. Service code 28 · EIN 41-1146330 | Investment Management | $39,947 |
TIAA2 years 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 | $111,831 | $100,801+10.9% | $149,745-25.3% | $73,412+52.3% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 14.70% | 265.34%-250.6pp | 276.72%-262.0pp | 59.30%-44.6pp |
| Employer contribution / active EE | $6,758 | $3,312+104.1% | $4,646+45.5% | $2,234+202.5% |
| Participant deferral / active EE | $7,683 | $6,404+20.0% | $6,843+12.3% | $3,806+101.9% |
| Admin fee / account holder | $63 | $181-65.2% | $9,312-99.3% | $158-60.2% |