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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25,758 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $19,551 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,626 | $63,114+43.6% | $92,903-2.5% | $65,185+39.0% |
| Participation rate | 97.4% | 68.8%+28.6pp | 76.0%+21.4pp | 70.2%+27.2pp |
| Annual return | 21.63% | 28.75%-7.1pp | 109.43%-87.8pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,002 | $2,571-22.1% | $3,653-45.2% | $2,177-8.0% |
| Participant deferral / active EE | $5,364 | $3,108+72.6% | $4,238+26.6% | $3,514+52.6% |
| Admin fee / account holder | $320 | $624-48.7% | $5,795-94.5% | $847-62.2% |