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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,667 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $20,287 |
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $11,519 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,353 | $79,209-40.2% | $102,434-53.8% | $74,459-36.4% |
| Participation rate | 60.1% | 74.8%-14.7pp | 76.5%-16.4pp | 67.2%-7.1pp |
| Annual return | 28.82% | 54.98%-26.2pp | 29.46%-0.6pp | 1369.70%-1340.9pp |
| Employer contribution / active EE | $1,721 | $2,362-27.2% | $3,023-43.1% | $2,626-34.5% |
| Participant deferral / active EE | $4,287 | $4,417-2.9% | $5,055-15.2% | $4,350-1.4% |
| Admin fee / account holder | $224 | $2,002-88.8% | $9,462-97.6% | $1,945-88.5% |