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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,983 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,055 |
PA RETIREMENT SOLUTIONS, INC.5+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $9,366 |
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.
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 | $30,201 | $52,293-42.2% | $178,503-83.1% | $73,412-58.9% |
| Participation rate | 58.6% | 65.3%-6.7pp | 81.9%-23.3pp | 72.2%-13.6pp |
| Annual return | 4.27% | 34.75%-30.5pp | 151.12%-146.8pp | 59.30%-55.0pp |
| Employer contribution / active EE | $487 | $1,736-72.0% | $5,011-90.3% | $2,234-78.2% |
| Participant deferral / active EE | $1,160 | $2,333-50.3% | $5,202-77.7% | $3,806-69.5% |
| Admin fee / account holder | $186 | $127+46.4% | $13,987-98.7% | $158+18.1% |