Filed December 14, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $66,328 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,293 | $89,465+22.2% | $165,100-33.8% | $77,762+40.5% |
| Participation rate | 88.9% | 78.6%+10.2pp | 78.6%+10.3pp | 70.6%+18.3pp |
| Annual return | 14.15% | 28.86%-14.7pp | 70.21%-56.1pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,958 | $2,565-23.7% | $4,348-55.0% | $2,728-28.2% |
| Participant deferral / active EE | $6,269 | $4,904+27.8% | $6,035+3.9% | $4,651+34.8% |
| Admin fee / account holder | $334 | $340-1.6% | $12,696-97.4% | $433-22.8% |