Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
RBC WEALTH MANAGEMENT2 years Service code 15 · EIN 41-1416330 | Recordkeeping | $0 |
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 | $83,471 | $80,753+3.4% | $136,298-38.8% | $62,293+34.0% |
| Participation rate | 91.1% | 73.5%+17.6pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 17.55% | 35.83%-18.3pp | 5156.27%-5138.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,991 | $2,884-31.0% | $4,696-57.6% | $2,042-2.5% |
| Participant deferral / active EE | $6,834 | $5,164+32.3% | $6,247+9.4% | $3,169+115.6% |
| Admin fee / account holder | $192 | $525-63.5% | $9,244-97.9% | $479-60.0% |