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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Filed as: RBC WEALTH MANAGEMENT, INC. Service code 28 200 GLASTONBURY BLVD SUITE 103 · GLASTONBURY, CT 06033 | Investment Management | $272,426 |
ADP BROKER-DEALER11+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $21,982 |
COHNREZNICK LLP10+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $21,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,729 | $92,224+3.8% | $105,223-9.0% | $79,634+20.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 13.16% | 88.65%-75.5pp | 180.65%-167.5pp | 36.46%-23.3pp |
| Employer contribution / active EE | $13,972 | $3,965+252.4% | $3,689+278.8% | $2,529+452.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $771 | $1,121-31.2% | $8,859-91.3% | $1,002-23.0% |