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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP.. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $34,760 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,710 | $106,230+33.4% | $147,080-3.7% | $77,736+82.3% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 12.53% | 56.91%-44.4pp | 420.17%-407.6pp | 31.26%-18.7pp |
| Employer contribution / active EE | $8,458 | $4,072+107.7% | $4,933+71.4% | $2,728+210.1% |
| Participant deferral / active EE | $9,508 | $8,001+18.8% | $8,066+17.9% | $4,651+104.4% |
| Admin fee / account holder | $55 | $338-83.6% | $12,989-99.6% | $433-87.2% |