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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $21,736 |
NOVA 401(K) ASSOCIATES6+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,546 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,852 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,638 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,539 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,548 | $54,573+32.9% | $90,970-20.3% | $73,493-1.3% |
| Participation rate | 87.8% | 61.2%+26.6pp | 69.0%+18.8pp | 70.7%+17.1pp |
| Annual return | 9.96% | 16.69%-6.7pp | 134.58%-124.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $465 | $991-53.1% | $2,122-78.1% | $2,270-79.5% |
| Participant deferral / active EE | $4,920 | $2,517+95.5% | $3,373+45.8% | $3,740+31.6% |
| Admin fee / account holder | $17 | $521-96.7% | $5,960-99.7% | $513-96.7% |