Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MANAGEMENT, INC. Service code 28 200 GLASTONBURY BLVD SUITE 103 · GLASTONBURY, CT 06033 | Investment Management | $135,177 |
COHNREZNICK LLP4 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $14,560 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $14,065 |
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 | $103,390 | $63,114+63.8% | $92,909+11.3% | $65,185+58.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.64% | 28.75%-7.1pp | 109.44%-87.8pp | 29.38%-7.7pp |
| Employer contribution / active EE | $10,764 | $2,571+318.8% | $3,653+194.6% | $2,177+394.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $837 | $624+34.2% | $5,795-85.6% | $847-1.2% |