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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,913 |
RBC WEALTH MANAGEMENT10+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $73,015 |
Filed as: JCCS PC Service code 13 | Contract Administrator | $10,000 |
Filed as: JCCS, PC Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 59405 | Contract Administrator | $3,300 |
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 | $97,993 | $80,781+21.3% | $102,437-4.3% | $74,478+31.6% |
| Participation rate | 96.4% | 65.7%+30.7pp | 74.5%+21.9pp | 67.2%+29.1pp |
| Annual return | 13.06% | 27.58%-14.5pp | 24.95%-11.9pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $9,404 | $3,160+197.6% | $3,871+143.0% | $2,626+258.1% |
| Participant deferral / active EE | $5,120 | $3,862+32.6% | $5,060+1.2% | $4,350+17.7% |
| Admin fee / account holder | $494 | $2,372-79.2% | $8,388-94.1% | $1,946-74.6% |