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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC1+ years Filed as: THE RIVER SUITE WEALTH PARTNERS Service code 27 505 MAIN STREET · MIDDLETOWN, CT 06457 | Advisory (Plan) | $14,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,728 | $37,117-41.5% | $147,617-85.3% | $55,191-60.6% |
| Participation rate | 39.4% | 63.6%-24.2pp | 84.6%-45.2pp | 69.2%-29.7pp |
| Annual return | -0.46% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $197 | $1,620-87.8% | $5,564-96.5% | $1,899-89.6% |
| Participant deferral / active EE | $825 | $1,985-58.4% | $4,895-83.1% | $3,046-72.9% |
| Admin fee / account holder | $164 | $86+91.1% | $11,612-98.6% | $91+80.1% |