Filed January 17, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $22,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,357 |
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 | $91,908 | $54,121+69.8% | $134,162-31.5% | $73,412+25.2% |
| Participation rate | 99.5% | 64.4%+35.2pp | 72.2%+27.3pp | 72.2%+27.4pp |
| Annual return | 14.39% | -312.52%+326.9pp | 36.35%-22.0pp | 59.30%-44.9pp |
| Employer contribution / active EE | $4,505 | $1,402+221.3% | $3,705+21.6% | $2,234+101.7% |
| Participant deferral / active EE | $4,269 | $2,844+50.1% | $3,500+22.0% | $3,806+12.2% |
| Admin fee / account holder | $28 | $132-78.6% | $6,685-99.6% | $158-82.1% |