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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC - WEALTH MANAGEMENT Service code 28 · EIN 20-0563684 805 SW BROADWAY, SUITE 1800 · PORTLAND, OR 97205 | Investment Management | $26,255 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,444 | $80,753-7.8% | $136,298-45.4% | $62,293+19.5% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 13.44% | 35.83%-22.4pp | 5156.27%-5142.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $8,637 | $2,884+199.5% | $4,696+83.9% | $2,042+322.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $155 | $525-70.4% | $9,244-98.3% | $479-67.6% |