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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT9 years Filed as: RBC CAPITAL MARKETS, LLC Service code 64 · EIN 41-1416330 | Recordkeeping Fees | $193,434 |
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 | $110,396 | $92,121+19.8% | $105,591+4.6% | $77,692+42.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 7.46% | 17.84%-10.4pp | 116.43%-109.0pp | 31.25%-23.8pp |
| Employer contribution / active EE | $11,720 | $3,370+247.8% | $3,166+270.2% | $2,726+329.9% |
| Participant deferral / active EE | $0 | $5,388-100.0% | $5,008-100.0% | $4,648-100.0% |
| Admin fee / account holder | $914 | $219+317.0% | $11,024-91.7% | $431+112.3% |