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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,859 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $19,256 |
PA RETIREMENT SOLUTIONS, INC.7+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $13,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,902 | $65,125-51.0% | $143,797-77.8% | $66,949-52.3% |
| Participation rate | 65.4% | 65.2%+0.1pp | 80.3%-15.0pp | 69.8%-4.5pp |
| Annual return | -16.90% | -11.13%-5.8pp | -0.04%-16.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $688 | $2,362-70.9% | $4,952-86.1% | $2,545-73.0% |
| Participant deferral / active EE | $1,775 | $2,920-39.2% | $5,638-68.5% | $4,239-58.1% |
| Admin fee / account holder | $280 | $503-44.2% | $14,679-98.1% | $594-52.8% |