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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 P.O. BOX 1510 · MINNEAPOLIS, MN 554401510 | Recordkeeping Fees | $116,943 |
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 | $98,564 | $66,319+48.6% | $93,621+5.3% | $65,185+51.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 18.00% | 42.59%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $13,140 | $2,013+552.8% | $2,719+383.3% | $2,177+503.6% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $648 | $6,900-90.6% | $7,890-91.8% | $847-23.5% |