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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $34,278 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $14,115 |
Filed as: PRIME PENSIONS, INC. Service code 14 · EIN 46-1224594 | Plan Administrator | $2,823 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,752 | $50,919-29.8% | $155,556-77.0% | $77,762-54.0% |
| Participation rate | 28.2% | 63.1%-34.9pp | 78.2%-50.0pp | 70.6%-42.4pp |
| Annual return | 22.11% | 34.84%-12.7pp | 64.84%-42.7pp | 31.27%-9.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $965 | $2,824-65.8% | $5,631-82.9% | $4,651-79.3% |
| Admin fee / account holder | $286 | $437-34.4% | $15,885-98.2% | $433-33.9% |