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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 P.O. BOX 1510 · MINNEAPOLIS, MN 554401510 | Recordkeeping Fees | $7,399 |
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 | $89,172 | $56,640+57.4% | $78,002+14.3% | $55,167+61.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 5.56% | 2868.48%-2862.9pp | 425.99%-420.4pp | 169.23%-163.7pp |
| Employer contribution / active EE | $12,788 | $1,724+641.9% | $2,470+417.7% | $1,963+551.6% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $55 | $467-88.3% | $5,481-99.0% | $504-89.1% |