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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,014 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $10,361 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $9,083 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $2,159 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,138 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $628 |
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 | $47,371 | $66,319-28.6% | $93,621-49.4% | $65,185-27.3% |
| Participation rate | 93.9% | 74.0%+19.9pp | 75.8%+18.0pp | 70.2%+23.7pp |
| Annual return | 26.77% | 42.59%-15.8pp | 32.76%-6.0pp | 29.38%-2.6pp |
| Employer contribution / active EE | $2,268 | $2,013+12.7% | $2,719-16.6% | $2,177+4.2% |
| Participant deferral / active EE | $3,970 | $3,343+18.7% | $4,070-2.5% | $3,514+13.0% |
| Admin fee / account holder | $158 | $6,900-97.7% | $7,890-98.0% | $847-81.3% |