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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $10,650 |
NOVA 401(K) ASSOCIATES4+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,008 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,596 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,425 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INSURANCE SVCS. INC. Service code 55 | Other Commissions | $832 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $237 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $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 | $51,530 | $42,548+21.1% | $74,549-30.9% | $56,287-8.5% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.1%+20.1pp | 69.9%+19.4pp |
| Annual return | -6.12% | 12.40%-18.5pp | 32.53%-38.7pp | -9.96%+3.8pp |
| Employer contribution / active EE | $383 | $855-55.2% | $1,961-80.4% | $2,111-81.8% |
| Participant deferral / active EE | $3,985 | $2,277+75.0% | $3,108+28.2% | $3,350+19.0% |
| Admin fee / account holder | $1 | $467-99.8% | $5,059-100.0% | $521-99.8% |