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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLI, MN 55402 | Other Commissions | $19,105 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,753 |
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 | $70,563 | $86,692-18.6% | $119,634-41.0% | $66,949+5.4% |
| Participation rate | 55.9% | 75.6%-19.7pp | 79.3%-23.4pp | 69.8%-14.0pp |
| Annual return | -16.59% | -8.00%-8.6pp | -14.98%-1.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $857 | $2,536-66.2% | $4,232-79.8% | $2,545-66.3% |
| Participant deferral / active EE | $2,428 | $4,360-44.3% | $5,601-56.7% | $4,239-42.7% |
| Admin fee / account holder | -$7 | $755-100.9% | $10,329-100.1% | $594-101.1% |