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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: CITY NATIONAL BANK Service code 21 · EIN 95-1780067 | Bank Trustee | $71,035 |
MATRIX TRUST COMPANY1 year Service code 21 5 DAKOTA DRIVE, SUITE 300 · LAKE SUCCESS, NY 11042 | Bank Trustee | $39,358 |
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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 | 0.94% | 5.09%-4.1pp | 4.74%-3.8pp | 7.18%-6.2pp |
| Employer contribution / active EE | $39,517 | $33,192+19.1% | $46,220-14.5% | $13,095+201.8% |
| 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% |