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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 P.O. BOX 1510 · MINNEAPOLIS, MN 554401510 | Recordkeeping Fees | $114,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,825 | $58,093+51.2% | $80,022+9.8% | $56,287+56.0% |
| Participation rate | 98.9% | 73.6%+25.2pp | 75.8%+23.0pp | 69.9%+29.0pp |
| Annual return | -5.31% | 34.63%-39.9pp | 11.22%-16.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $12,809 | $1,933+562.7% | $2,468+419.0% | $2,111+506.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $661 | $623+6.2% | $6,521-89.9% | $521+26.9% |