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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 | Recordkeeping Fees | $132,578 |
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 | $115,005 | $70,917+62.2% | $98,920+16.3% | $73,493+56.5% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.5pp | 70.7%+28.9pp |
| Annual return | 14.60% | 34.18%-19.6pp | 196.47%-181.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $10,664 | $2,037+423.5% | $2,689+296.5% | $2,270+369.8% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $938 | $535+75.4% | $6,643-85.9% | $513+82.8% |