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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP.. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $41,503 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,722 | $95,438+28.6% | $135,982-9.8% | $74,473+64.8% |
| Participation rate | 96.8% | 78.2%+18.5pp | 81.9%+14.8pp | 70.7%+26.0pp |
| Annual return | 16.54% | 32.61%-16.1pp | 68.32%-51.8pp | 34.36%-17.8pp |
| Employer contribution / active EE | $8,149 | $3,878+110.1% | $4,859+67.7% | $2,638+208.9% |
| Participant deferral / active EE | $9,201 | $7,790+18.1% | $7,760+18.6% | $4,530+103.1% |
| Admin fee / account holder | $63 | $259-75.5% | $10,767-99.4% | $347-81.7% |