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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,714 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISIONS AACTG · MINNEAPOLIS, MN 55402 | Other Commissions | $16,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,326 | $65,376-3.1% | $87,104-27.3% | $65,185-2.9% |
| Participation rate | 50.5% | 75.3%-24.9pp | 76.9%-26.4pp | 70.2%-19.7pp |
| Annual return | 18.79% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,441 | $1,822-20.9% | $2,521-42.8% | $2,177-33.8% |
| Participant deferral / active EE | $2,063 | $3,388-39.1% | $4,048-49.0% | $3,514-41.3% |
| Admin fee / account holder | $328 | $520-37.0% | $7,491-95.6% | $847-61.3% |