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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,471 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S SIXTH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $24,309 |
PA RETIREMENT SOLUTIONS, INC.3+ years Service code 13 · EIN 27-2487837 1110 NORTH MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $18,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,793 | $75,284-72.4% | $91,004-77.2% | $69,631-70.1% |
| Participation rate | 62.4% | 80.4%-18.0pp | 75.6%-13.2pp | 70.7%-8.3pp |
| Annual return | 51.50% | 48.40%+3.1pp | 4.60%+46.9pp | 27571.02%-27519.5pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,668 | $3,700-54.9% | $3,548-53.0% | $3,224-48.3% |
| Admin fee / account holder | $81 | $111-26.7% | $5,417-98.5% | $110-26.6% |