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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MANAGEMENT, INC. Service code 28 200 GLASTONBURY BLVD SUITE 103 · GLASTONBURY, CT 06033 | Investment Management | $172,211 |
COHNREZNICK LLP7 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $18,191 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $14,797 |
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 | $82,064 | $64,176+27.9% | $112,249-26.9% | $66,938+22.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -13.08% | -13.80%+0.7pp | 27.48%-40.6pp | 1.58%-14.7pp |
| Employer contribution / active EE | $15,363 | $3,007+410.9% | $3,636+322.5% | $2,545+503.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $702 | $626+12.2% | $6,412-89.0% | $594+18.3% |