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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 | Recordkeeping Fees | $168,743 |
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 | $100,204 | $84,784+18.2% | $98,450+1.8% | $74,440+34.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 18.06% | 20.59%-2.5pp | 21.16%-3.1pp | 34.37%-16.3pp |
| Employer contribution / active EE | $11,826 | $3,364+251.6% | $3,049+287.9% | $2,638+348.3% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,739-100.0% | $4,529-100.0% |
| Admin fee / account holder | $882 | $204+331.5% | $8,961-90.2% | $348+153.7% |