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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,014 |
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $18,168 |
PA RETIREMENT SOLUTIONS, INC.6+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $12,449 |
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 | $38,411 | $56,540-32.1% | $185,851-79.3% | $86,821-55.8% |
| Participation rate | 60.7% | 65.5%-4.9pp | 81.7%-21.0pp | 72.3%-11.6pp |
| Annual return | 31.39% | 118.20%-86.8pp | 122.11%-90.7pp | 97.94%-66.5pp |
| Employer contribution / active EE | $482 | $1,844-73.9% | $5,168-90.7% | $2,406-80.0% |
| Participant deferral / active EE | $1,234 | $2,555-51.7% | $5,569-77.8% | $4,132-70.1% |
| Admin fee / account holder | $229 | $150+52.8% | $16,245-98.6% | $170+34.8% |