Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 28 · EIN 95-1780067 | Investment Management | $9,271 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $370,921 | $77,677+377.5% | $109,188+239.7% | $79,389+367.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 42.74% | 23.44%+19.3pp | 25.76%+17.0pp | 116.89%-74.1pp |
| Employer contribution / active EE | $27,708 | $2,798+890.2% | $3,723+644.2% | $2,428+1041.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $35 | $732-95.3% | $6,755-99.5% | $626-94.5% |