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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS. CO. NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,170 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,644 |
JP MORGAN SECURITIES LLC2 years Filed as: J P MORGAN BROKER DEALER HOLDINGS Service code 27 PO BOX 638131 · CHICAGO, IL 60695 | Advisory (Plan) | $3,957 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $444 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,523 | $61,391+16.5% | $149,723-52.2% | $71,5290% |
| Participation rate | 90.4% | 62.5%+27.9pp | 78.8%+11.6pp | 67.9%+22.4pp |
| Annual return | 16.01% | 35.88%-19.9pp | 134.50%-118.5pp | 28.97%-13.0pp |
| Employer contribution / active EE | $4,341 | $2,384+82.1% | $4,821-10.0% | $2,590+67.6% |
| Participant deferral / active EE | $6,115 | $2,921+109.4% | $5,682+7.6% | $4,291+42.5% |
| Admin fee / account holder | $276 | $1,264-78.2% | $13,215-97.9% | $1,588-82.7% |