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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT5 years Filed as: CITY NATIONAL BANK Service code 21 555 S FLOWER ST · LOS ANGELES, CA 90071 | Bank Trustee | $9,584 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $487,732 | $83,023+487.5% | $102,437+376.1% | $77,762+527.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.41% | 19.12%-2.7pp | 24.95%-8.5pp | 31.27%-14.9pp |
| Employer contribution / active EE | $29,264 | $3,552+723.8% | $3,871+656.1% | $2,728+972.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $27 | $639-95.8% | $8,388-99.7% | $433-93.8% |