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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,635 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,939 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,953 |
SMITH LEONARD PLLC1 year Service code 10 | Accounting | $3,000 |
Filed as: QUALIFIED PLAN ADMINISTRATORS INC. Service code 13 3707 B WEST MARKET STREET · GREENSBORO, NC 27403 | Contract Administrator | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,665 | $49,451+105.6% | $79,576+27.8% | $66,930+51.9% |
| Participation rate | 56.0% | 61.3%-5.3pp | 69.5%-13.5pp | 69.8%-13.8pp |
| Annual return | -14.27% | 84.25%-98.5pp | 0.15%-14.4pp | 1.57%-15.8pp |
| Employer contribution / active EE | $2,064 | $1,266+63.1% | $2,413-14.5% | $2,545-18.9% |
| Participant deferral / active EE | $4,440 | $3,159+40.6% | $3,985+11.4% | $4,238+4.8% |
| Admin fee / account holder | $782 | $595+31.5% | $6,834-88.6% | $593+31.8% |