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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Filed as: RBC WEALTH MANAGEMENT, INC. Service code 28 200 GLASTONBURY BLVD SUITE 103 · GLASTONBURY, CT 06033 | Investment Management | $225,817 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $18,163 |
COHNREZNICK LLP9 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $9,713 |
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 | $81,597 | $82,979-1.7% | $102,383-20.3% | $77,714+5.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.06% | 19.11%-4.0pp | 24.94%-9.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $13,465 | $3,554+278.9% | $3,870+247.9% | $2,727+393.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $582 | $639-8.9% | $8,391-93.1% | $433+34.3% |