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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,495 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $13,925 |
PA RETIREMENT SOLUTIONS, INC.3+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $13,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,777 | $37,196-28.0% | $154,108-82.6% | $55,725-51.9% |
| Participation rate | 64.4% | 64.1%+0.3pp | 83.0%-18.7pp | 70.9%-6.5pp |
| Annual return | 12.19% | 1319.68%-1307.5pp | 735.21%-723.0pp | 244.93%-232.7pp |
| Employer contribution / active EE | $502 | $1,614-68.9% | $5,298-90.5% | $2,078-75.9% |
| Participant deferral / active EE | $1,139 | $2,068-44.9% | $5,081-77.6% | $3,356-66.1% |
| Admin fee / account holder | $120 | $102+18.4% | $13,411-99.1% | $115+4.5% |