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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,611 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,296 |
PA RETIREMENT SOLUTIONS, INC.4+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $11,339 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,919 | $62,928-55.6% | $172,753-83.8% | $67,582-58.7% |
| Participation rate | 62.4% | 64.5%-2.1pp | 82.6%-20.3pp | 71.3%-8.9pp |
| Annual return | 7.75% | 30.36%-22.6pp | 803.00%-795.3pp | 378.57%-370.8pp |
| Employer contribution / active EE | $423 | $1,636-74.1% | $5,144-91.8% | $2,148-80.3% |
| Participant deferral / active EE | $1,075 | $2,145-49.9% | $5,198-79.3% | $3,539-69.6% |
| Admin fee / account holder | $110 | $167-33.8% | $13,956-99.2% | $142-22.4% |