Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: CITY NATIONAL BANK Service code 21 · EIN 95-1780067 | Bank Trustee | $122,774 |
MATRIX TRUST COMPANY1 year Service code 21 5 DAKOTA DRIVE, SUITE 300 · LAKE SUCCESS, NY 11042 | Bank Trustee | $61,158 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 1.12% | 5.09%-4.0pp | 4.74%-3.6pp | 7.18%-6.1pp |
| Employer contribution / active EE | $39,230 | $33,192+18.2% | $46,220-15.1% | $13,095+199.6% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |