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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,813 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $59,177 |
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 | $4,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,903 | $64,176-9.8% | $112,263-48.4% | $66,949-13.5% |
| Participation rate | 94.7% | 68.4%+26.3pp | 75.1%+19.6pp | 69.8%+24.9pp |
| Annual return | -13.35% | -13.80%+0.5pp | 27.49%-40.8pp | 1.57%-14.9pp |
| Employer contribution / active EE | $6,682 | $3,007+122.2% | $3,636+83.8% | $2,545+162.5% |
| Participant deferral / active EE | $3,903 | $3,694+5.7% | $4,729-17.5% | $4,239-7.9% |
| Admin fee / account holder | $100 | $626-84.0% | $6,410-98.4% | $594-83.1% |