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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC - WEALTH MANAGEMENT Service code 28 · EIN 20-0563684 805 SW BROADWAY, SUITE 1800 · PORTLAND, OR 97205 | Investment Management | $22,913 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,758 | $70,002-7.5% | $115,038-43.7% | $52,331+23.7% |
| Participation rate | 99.1% | 72.1%+27.0pp | 81.4%+17.7pp | 68.1%+31.0pp |
| Annual return | 22.43% | 4.04%+18.4pp | 26.14%-3.7pp | 4.54%+17.9pp |
| Employer contribution / active EE | $5,539 | $2,715+104.0% | $4,608+20.2% | $1,882+194.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $160 | $566-71.7% | $8,175-98.0% | $592-72.9% |