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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $62,399 |
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $38,828 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); Re... | $10,881 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,375 | $95,438+11.5% | $135,982-21.8% | $74,473+42.8% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 19.75% | 32.61%-12.9pp | 68.32%-48.6pp | 34.36%-14.6pp |
| Employer contribution / active EE | $3,612 | $3,878-6.8% | $4,859-25.7% | $2,638+36.9% |
| Participant deferral / active EE | $10,063 | $7,790+29.2% | $7,760+29.7% | $4,530+122.1% |
| Admin fee / account holder | $187 | $259-27.6% | $10,767-98.3% | $347-46.0% |