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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,710 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $16,363 |
PA RETIREMENT SOLUTIONS, INC.8+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $14,385 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,810 | $61,391-40.0% | $149,723-75.4% | $71,529-48.5% |
| Participation rate | 65.4% | 62.5%+2.9pp | 78.8%-13.4pp | 67.9%-2.6pp |
| Annual return | 11.40% | 35.88%-24.5pp | 134.50%-123.1pp | 28.97%-17.6pp |
| Employer contribution / active EE | $699 | $2,384-70.7% | $4,821-85.5% | $2,590-73.0% |
| Participant deferral / active EE | $1,895 | $2,921-35.1% | $5,682-66.7% | $4,291-55.9% |
| Admin fee / account holder | $253 | $1,264-80.0% | $13,215-98.1% | $1,588-84.1% |