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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4+ years Filed as: RBC - WEALTH MANAGEMENT Service code 28 · EIN 20-0563684 805 SW BROADWAY, SUITE 1800 · PORTLAND, OR 97205 | Investment Management | $19,416 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,562 | $73,102+22.5% | $123,552-27.5% | $56,287+59.1% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | 20.20% | 3.01%+17.2pp | 119.20%-99.0pp | -9.96%+30.2pp |
| Employer contribution / active EE | $8,548 | $2,977+187.1% | $4,628+84.7% | $2,111+304.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $110 | $554-80.2% | $9,285-98.8% | $521-78.9% |