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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $69,926 |
BLAKE & UHLIG, P.A.8+ years Service code 29 · EIN 48-0918231 | Legal | $55,783 |
RBC WEALTH MANAGEMENT8+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $43,297 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $38,313 |
Filed as: SOLXYS ADMINISTRATIVE SOLUTIONS Service code 13 · EIN 83-2454243 | Contract Administrator | $37,111 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $10,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,657 | $112,686+47.0% | $170,043-2.6% | $80,157+106.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 0.95% | 67.04%-66.1pp | 53.40%-52.5pp | 40.39%-39.4pp |
| Employer contribution / active EE | $6,283 | $4,481+40.2% | $6,790-7.5% | $2,977+111.0% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,410-100.0% | $5,015-100.0% |
| Admin fee / account holder | $224 | $99+125.8% | $12,824-98.3% | $145+54.3% |