Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 P.O. BOX 1510 · MINNEAPOLIS, MN 554401510 | Recordkeeping Fees | $82,262 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,429 | $63,314+52.3% | $91,004+6.0% | $62,293+54.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.27% | 21.00%-11.7pp | 4.60%+4.7pp | 28.90%-19.6pp |
| Employer contribution / active EE | $12,839 | $1,807+610.4% | $2,456+422.8% | $2,042+528.7% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $217 | $468-53.5% | $5,417-96.0% | $479-54.6% |