Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT9+ years Service code 27 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $87,849 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,564 |
ACG ASSOCIATES, INC.9+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $0 |
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 | $92,805 | $93,010-0.2% | $96,520-3.8% | $74,440+24.7% |
| Participation rate | 98.6% | 71.6%+27.1pp | 74.3%+24.3pp | 70.7%+27.9pp |
| Annual return | 15.72% | 37.50%-21.8pp | 35.72%-20.0pp | 34.37%-18.6pp |
| Employer contribution / active EE | $3,218 | $3,427-6.1% | $3,739-13.9% | $2,638+22.0% |
| Participant deferral / active EE | $5,364 | $3,971+35.1% | $4,879+10.0% | $4,529+18.5% |
| Admin fee / account holder | $743 | $633+17.3% | $6,733-89.0% | $348+113.6% |