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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 | Recordkeeping Fees | $105,323 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,369 | $72,620+23.1% | $90,760-1.5% | $66,938+33.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -20.43% | -12.28%-8.2pp | -12.16%-8.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $9,662 | $2,369+307.8% | $2,922+230.7% | $2,545+279.6% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,046 | $707+47.9% | $8,444-87.6% | $594+76.2% |