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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CITY NATIONAL BANK Service code 71 555 SOUTH FLOWER STREET, 12TH FLOOR · LOS ANGELES, CA 90071 | Brokerage Fees | $6,112 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,426 | $47,922+376.7% | $75,900+201.0% | $65,186+250.4% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 14.85% | 24.12%-9.3pp | 30.73%-15.9pp | 29.39%-14.5pp |
| Employer contribution / active EE | $10,714 | $1,557+588.1% | $2,501+328.4% | $2,177+392.2% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $38 | $532-92.9% | $5,421-99.3% | $847-95.6% |