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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 | $98,494 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $64,015 |
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 | $4,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,309 | $76,696-1.8% | $96,538-22.0% | $71,529+5.3% |
| Participation rate | 97.6% | 66.6%+31.1pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 16.94% | 48.32%-31.4pp | 35.74%-18.8pp | 28.97%-12.0pp |
| Employer contribution / active EE | $7,671 | $3,032+153.0% | $3,740+105.1% | $2,590+196.2% |
| Participant deferral / active EE | $4,725 | $3,770+25.3% | $4,880-3.2% | $4,291+10.1% |
| Admin fee / account holder | $154 | $2,030-92.4% | $6,737-97.7% | $1,588-90.3% |