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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP. Service code 26 · EIN 41-1416330 | Advisory (Participants) | $34,147 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,556 | $73,102+49.9% | $123,553-11.3% | $56,289+94.6% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | 0.73% | 3.01%-2.3pp | 119.21%-118.5pp | -9.96%+10.7pp |
| Employer contribution / active EE | $3,626 | $2,977+21.8% | $4,628-21.7% | $2,111+71.7% |
| Participant deferral / active EE | $8,974 | $5,423+65.5% | $6,426+39.6% | $3,350+167.9% |
| Admin fee / account holder | $521 | $554-5.9% | $9,284-94.4% | $5210% |