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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $20,143 |
NOVA 401(K) ASSOCIATES5+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,800 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,730 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,488 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,271 |
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 | $66,048 | $49,138+34.4% | $84,020-21.4% | $65,185+1.3% |
| Participation rate | 89.8% | 60.7%+29.1pp | 69.0%+20.8pp | 70.2%+19.6pp |
| Annual return | 25.33% | 23.00%+2.3pp | 71.31%-46.0pp | 29.38%-4.1pp |
| Employer contribution / active EE | $436 | $914-52.3% | $1,984-78.0% | $2,177-80.0% |
| Participant deferral / active EE | $4,531 | $2,397+89.0% | $3,239+39.9% | $3,514+29.0% |
| Admin fee / account holder | $15 | $543-97.3% | $6,101-99.8% | $847-98.2% |