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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT9 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 | Recordkeeping Fees | $193,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,396 | $92,076+19.9% | $105,608+4.5% | $77,714+42.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 7.46% | 17.84%-10.4pp | 116.50%-109.0pp | 31.26%-23.8pp |
| Employer contribution / active EE | $11,720 | $3,370+247.8% | $3,167+270.1% | $2,727+329.8% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $914 | $219+317.5% | $11,028-91.7% | $433+111.0% |