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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, INC. Service code 27 60 S 6TH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $43,942 |
Filed as: NEXUS ADMINISTRATORS, INC Service code 15 · EIN 77-0586222 735 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Recordkeeping | $18,604 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 37 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $4,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,720 |
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 | $71,856 | $122,239-41.2% | $184,200-61.0% | $74,546-3.6% |
| Participation rate | 74.0% | 85.5%-11.5pp | 86.8%-12.8pp | 67.2%+6.8pp |
| Annual return | 13.00% | 19.95%-6.9pp | 28.80%-15.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $4,295 | $4,537-5.3% | $6,424-33.1% | $2,624+63.7% |
| Participant deferral / active EE | $8,796 | $7,139+23.2% | $9,132-3.7% | $4,347+102.3% |
| Admin fee / account holder | $398 | $1,260-68.4% | $13,907-97.1% | $1,944-79.5% |