Filed December 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,949 | $47,977+183.4% | $154,108-11.8% | $56,289+141.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.60% | 3.54%-7.1pp | 735.21%-738.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,540 | $2,169+155.4% | $5,298+4.6% | $2,111+162.4% |
| Participant deferral / active EE | $4,763 | $2,392+99.1% | $5,081-6.2% | $3,350+42.2% |
| Admin fee / account holder | $284 | $438-35.2% | $13,411-97.9% | $521-45.5% |