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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $38,001 |
PIAKER & LYONS2 years Filed as: PIAKER & LYONS PC Service code 10 92 HAWLEY ST PO BOX 1330 · BRINGHAMTON, NY 139021330 | Accounting | $11,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,501 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,022 | $88,203-14.9% | $165,100-54.6% | $74,478+0.7% |
| Participation rate | 56.7% | 73.1%-16.5pp | 78.6%-22.0pp | 67.2%-10.6pp |
| Annual return | 11.05% | 17.13%-6.1pp | 70.21%-59.2pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $964 | $2,601-62.9% | $4,348-77.8% | $2,626-63.3% |
| Participant deferral / active EE | $2,696 | $4,505-40.2% | $6,035-55.3% | $4,350-38.0% |
| Admin fee / account holder | $37 | $2,235-98.3% | $12,696-99.7% | $1,946-98.1% |