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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,082 | $49,891-27.7% | $80,607-55.2% | $75,181-52.0% |
| Participation rate | 91.6% | 55.3%+36.2pp | 67.0%+24.6pp | 67.2%+24.4pp |
| Annual return | 13.29% | 34.67%-21.4pp | 936.11%-922.8pp | 160.69%-147.4pp |
| Employer contribution / active EE | $4,695 | $1,698+176.5% | $2,724+72.4% | $2,671+75.8% |
| Participant deferral / active EE | $2,824 | $2,991-5.6% | $4,448-36.5% | $4,126-31.6% |
| Admin fee / account holder | $95 | $3,578-97.4% | $5,379-98.2% | $5,650-98.3% |