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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: CITY NATIONAL BANK Service code 21 555 S. FLOWER STREET, 12TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $189,529 | $59,186+220.2% | $76,766+146.9% | $56,287+236.7% |
| Participation rate | 99.6% | 75.2%+24.4pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | -0.66% | 6.62%-7.3pp | 2.43%-3.1pp | -9.96%+9.3pp |
| Employer contribution / active EE | $12,637 | $1,759+618.6% | $2,485+408.5% | $2,111+498.6% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,851-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |