Filed January 17, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $22,500 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,810 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,066 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,908 | $62,723+46.5% | $142,874-35.7% | $86,813+5.9% |
| Participation rate | 99.1% | 62.6%+36.6pp | 72.0%+27.2pp | 72.3%+26.9pp |
| Annual return | 12.79% | 17.62%-4.8pp | 5638.58%-5625.8pp | 97.93%-85.1pp |
| Employer contribution / active EE | $3,737 | $1,627+129.7% | $4,145-9.8% | $2,406+55.3% |
| Participant deferral / active EE | $3,906 | $3,039+28.5% | $3,838+1.8% | $4,131-5.5% |
| Admin fee / account holder | $42 | $140-69.9% | $6,561-99.4% | $170-75.2% |