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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: CITY NATIONAL BANK Service code 21 555 S. FLOWER STREET, 12TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,454 | $64,909+196.5% | $82,312+133.8% | $62,293+208.9% |
| Participation rate | 99.6% | 74.9%+24.7pp | 76.9%+22.7pp | 69.5%+30.0pp |
| Annual return | 1.98% | 21.18%-19.2pp | 25.88%-23.9pp | 28.90%-26.9pp |
| Employer contribution / active EE | $2,939 | $1,676+75.3% | $2,428+21.0% | $2,042+43.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |