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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 | $92,186+19.8% | $105,624+4.5% | $77,762+42.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 7.46% | 17.83%-10.4pp | 116.20%-108.7pp | 31.27%-23.8pp |
| Employer contribution / active EE | $11,720 | $3,376+247.2% | $3,168+270.0% | $2,728+329.6% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $914 | $219+317.3% | $10,961-91.7% | $433+111.2% |