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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,302 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $19,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,056 | $58,726+21.0% | $92,240-23.0% | $62,293+14.1% |
| Participation rate | 97.6% | 68.3%+29.3pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 16.00% | 43.62%-27.6pp | 176.29%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,878 | $2,392-21.5% | $3,680-49.0% | $2,042-8.0% |
| Participant deferral / active EE | $4,733 | $2,766+71.1% | $3,897+21.5% | $3,169+49.3% |
| Admin fee / account holder | $134 | $556-76.0% | $5,194-97.4% | $479-72.1% |