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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: CITY NATIONAL BANK Service code 21 555 S. FLOWER STREET, 12TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,594 | $89,067+134.2% | $102,423+103.7% | $77,714+168.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 8.13% | 25.01%-16.9pp | 29.42%-21.3pp | 31.26%-23.1pp |
| Employer contribution / active EE | $15,922 | $2,699+489.8% | $3,023+426.7% | $2,727+483.9% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $2 | $236-99.1% | $9,455-100.0% | $433-99.5% |