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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $6,569 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,140 | $219,709-85.4% | $109,188-70.6% | - |
| Participation rate | 100.0% | 61.5%+38.5pp | 75.9%+24.1pp | - |
| Annual return | 25.65% | 14.84%+10.8pp | 25.76%-0.1pp | - |
| Employer contribution / active EE | $0 | $2,247-100.0% | $3,723-100.0% | - |
| Participant deferral / active EE | $2,268 | $3,260-30.4% | $4,654-51.3% | - |
| Admin fee / account holder | $42 | $13,236-99.7% | $6,755-99.4% | - |