Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,282 |
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $20,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,520 | $69,383+33.3% | $101,264-8.6% | $73,493+25.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.61% | 18.46%-6.8pp | 46.48%-34.9pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,029 | $2,628-22.8% | $3,660-44.6% | $2,270-10.6% |
| Participant deferral / active EE | $5,557 | $3,301+68.4% | $4,370+27.1% | $3,740+48.6% |
| Admin fee / account holder | $361 | $704-48.7% | $5,947-93.9% | $513-29.6% |