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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,554 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $23,915 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,713 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,621 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,866 | $94,621-76.9% | $138,135-84.2% | $73,412-70.2% |
| Participation rate | 78.6% | 83.4%-4.9pp | 78.7%-0.1pp | 72.2%+6.4pp |
| Annual return | 17.15% | 16.57%+0.6pp | 20.51%-3.4pp | 59.30%-42.1pp |
| Employer contribution / active EE | $2,647 | $4,410-40.0% | $5,587-52.6% | $2,234+18.5% |
| Participant deferral / active EE | $4,355 | $6,199-29.7% | $6,431-32.3% | $3,806+14.4% |
| Admin fee / account holder | $275 | $140+95.8% | $11,856-97.7% | $158+73.9% |