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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $5,347 |
Filed as: ECONOMIC GROPUP PENSION SERVICES Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $445 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $320 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,924 | $73,988-71.7% | $96,538-78.3% | $75,177-72.2% |
| Participation rate | 77.3% | 66.4%+10.8pp | 74.3%+2.9pp | 67.2%+10.1pp |
| Annual return | 3.40% | 26.73%-23.3pp | 35.74%-32.3pp | 160.75%-157.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,884 | $3,660-21.2% | $4,880-40.9% | $4,126-30.1% |
| Admin fee / account holder | $20 | $5,220-99.6% | $6,737-99.7% | $5,651-99.6% |