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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,871 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $28,752 |
EMJAY CORPORATION2 years Filed as: EMJAY COPORATION Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,154 | $37,196+56.3% | $154,111-62.3% | $55,725+4.4% |
| Participation rate | 89.7% | 64.1%+25.6pp | 83.0%+6.6pp | 70.9%+18.8pp |
| Annual return | 10.34% | 1319.68%-1309.3pp | 735.18%-724.8pp | 244.93%-234.6pp |
| Employer contribution / active EE | $3,336 | $1,614+106.7% | $5,298-37.0% | $2,078+60.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $112 | $102+10.2% | $13,411-99.2% | $115-2.8% |