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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 | $28,311 |
PA RETIREMENT SOLUTIONS, INC.9+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $13,331 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $11,798 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $6,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,750 | $55,437-22.9% | $155,534-72.5% | $74,459-42.6% |
| Participation rate | 66.5% | 61.9%+4.6pp | 78.2%-11.7pp | 67.2%-0.7pp |
| Annual return | 15.73% | 269.58%-253.9pp | 64.92%-49.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $680 | $2,266-70.0% | $4,675-85.5% | $2,626-74.1% |
| Participant deferral / active EE | $1,828 | $2,837-35.6% | $5,630-67.5% | $4,350-58.0% |
| Admin fee / account holder | $263 | $1,742-84.9% | $15,900-98.3% | $1,945-86.5% |