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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 | $27,654 |
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S SIXTH STREET COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $25,267 |
PA RETIREMENT SOLUTIONS, INC.6+ years Service code 13 · EIN 27-2487837 1110 NORTH MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $21,641 |
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.
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 | $30,082 | $85,135-64.7% | $98,916-69.6% | $73,412-59.0% |
| Participation rate | 63.8% | 81.1%-17.4pp | 76.0%-12.2pp | 72.2%-8.4pp |
| Annual return | 18.40% | 19.14%-0.7pp | 196.45%-178.0pp | 59.30%-40.9pp |
| Employer contribution / active EE | $743 | $2,721-72.7% | $2,689-72.4% | $2,234-66.7% |
| Participant deferral / active EE | $1,726 | $4,349-60.3% | $4,245-59.3% | $3,806-54.7% |
| Admin fee / account holder | $213 | $139+52.9% | $6,642-96.8% | $158+34.8% |