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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CITY NATIONAL BANK Service code 28 · EIN 95-1780067 | Investment Management | $6,854 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $259,942 | $69,383+274.6% | $101,275+156.7% | $73,497+253.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 29.98% | 18.46%+11.5pp | 46.48%-16.5pp | 28.51%+1.5pp |
| Employer contribution / active EE | $21,094 | $2,628+702.6% | $3,660+476.3% | $2,270+829.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $704-99.6% | $5,948-100.0% | $513-99.5% |