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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RCB WEALTH MANAGEMENT Service code 28 FLOOR 15, 6500 WILSHIRE BLVD · LOS ANGELES, CA 90048 | Investment Management | $155,171 |
MATRIX TRUST COMPANY3 years Service code 19 9465 WILSHIRE BLVD, SUITE 700 · BEVERLY HILLS, CA 90212 | Securities Custodian | $0 |
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Participant contribution per participant 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 | $0 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 9.99% | 9.92%+0.1pp | 32.33%-22.3pp | 22.81%-12.8pp |
| Employer contribution / active EE | $18,567 | $16,139+15.0% | $33,960-45.3% | $18,290+1.5% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |