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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $30,000 |
TIAA4 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $2,225 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,872 | $50,820+118.2% | $155,567-28.7% | $77,671+42.7% |
| Participation rate | 97.9% | 63.1%+34.7pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 13.22% | 34.85%-21.6pp | 64.74%-51.5pp | 31.21%-18.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,369 | $2,823+161.0% | $5,628+30.9% | $4,648+58.6% |
| Admin fee / account holder | $32 | $436-92.7% | $15,916-99.8% | $430-92.6% |