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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS CORP. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $49,442 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,494 | $82,188+25.9% | $125,391-17.5% | $64,824+59.7% |
| Participation rate | 93.6% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -14.19% | 3.50%-17.7pp | 572.41%-586.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $7,440 | $3,617+105.7% | $4,816+54.5% | $2,507+196.8% |
| Participant deferral / active EE | $8,278 | $7,177+15.3% | $7,448+11.1% | $4,311+92.0% |
| Admin fee / account holder | $75 | $163-54.2% | $10,009-99.3% | $188-60.2% |