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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 | $82,980+487.8% | $103,378+371.8% | $77,692+527.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.41% | 19.11%-2.7pp | 24.91%-8.5pp | 31.25%-14.8pp |
| Employer contribution / active EE | $29,264 | $3,554+723.4% | $3,870+656.1% | $2,726+973.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $27 | $639-95.8% | $8,401-99.7% | $431-93.7% |