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 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 | $55,470+43.9% | $155,556-48.7% | $74,478+7.2% |
| Participation rate | 89.6% | 61.9%+27.7pp | 78.2%+11.4pp | 67.2%+22.4pp |
| Annual return | 14.34% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $3,920 | $2,267+72.9% | $4,675-16.2% | $2,626+49.3% |
| Participant deferral / active EE | $6,027 | $2,838+112.4% | $5,631+7.0% | $4,350+38.5% |
| Admin fee / account holder | $309 | $1,744-82.3% | $15,885-98.1% | $1,946-84.1% |