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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S SIXTH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $20,351 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 · EIN 27-2487837 1110 NORTH MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $13,521 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,141 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,267 | $56,640-44.8% | $78,002-59.9% | $55,167-43.3% |
| Participation rate | 92.1% | 73.3%+18.8pp | 75.5%+16.6pp | 69.0%+23.1pp |
| Annual return | 4.96% | 2868.48%-2863.5pp | 425.99%-421.0pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,336 | $2,778-15.9% | $3,497-33.2% | $3,054-23.5% |
| Admin fee / account holder | $35 | $467-92.5% | $5,481-99.4% | $504-93.1% |