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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,960 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $28,303 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $15,256 |
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 | $65,478 | $52,293+25.2% | $178,498-63.3% | $73,412-10.8% |
| Participation rate | 91.3% | 65.3%+25.9pp | 81.9%+9.4pp | 72.2%+19.1pp |
| Annual return | 15.02% | 34.75%-19.7pp | 151.09%-136.1pp | 59.30%-44.3pp |
| Employer contribution / active EE | $3,795 | $1,735+118.7% | $5,011-24.3% | $2,234+69.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $205 | $127+60.6% | $13,985-98.5% | $158+29.6% |