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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC - WEALTH MANAGEMENT Service code 28 · EIN 20-0563684 805 SW BROADWAY, SUITE 1800 · PORTLAND, OR 97205 | Investment Management | $22,777 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,469 | $75,183-6.3% | $123,894-43.1% | $55,167+27.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 21.91% | 19.01%+2.9pp | 47.52%-25.6pp | 169.23%-147.3pp |
| Employer contribution / active EE | $8,318 | $2,823+194.6% | $4,617+80.2% | $1,963+323.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $137 | $663-79.3% | $8,357-98.4% | $504-72.7% |