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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,973 |
Filed as: EMPOWER LIFE & ANNUITY INS. CO. NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $812 |
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 | $79,838 | $55,472+43.9% | $155,567-48.7% | $74,546+7.1% |
| Participation rate | 89.6% | 61.9%+27.7pp | 78.2%+11.4pp | 67.2%+22.4pp |
| Annual return | 14.34% | 268.72%-254.4pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $3,920 | $2,269+72.8% | $4,674-16.1% | $2,624+49.4% |
| Participant deferral / active EE | $6,027 | $2,838+112.4% | $5,628+7.1% | $4,347+38.6% |
| Admin fee / account holder | $309 | $1,743-82.3% | $15,916-98.1% | $1,944-84.1% |