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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S SIXTH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $20,016 |
PA RETIREMENT SOLUTIONS, INC.1+ years Service code 13 · EIN 27-2487837 119 ASTER DRIVE · HARRISBURG, PA 17112 | Contract Administrator | $12,878 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,111 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,363 | $53,412-43.2% | $68,509-55.7% | $52,331-42.0% |
| Participation rate | 95.5% | 71.7%+23.9pp | 74.7%+20.8pp | 68.1%+27.4pp |
| Annual return | -0.72% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $504 | $1,607-68.6% | $2,278-77.9% | $1,882-73.2% |
| Participant deferral / active EE | $2,234 | $2,688-16.9% | $3,382-34.0% | $3,022-26.1% |
| Admin fee / account holder | $40 | $461-91.2% | $5,275-99.2% | $592-93.2% |