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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC2+ years Filed as: THE RIVER SUITE WEALTH PARTNERS Service code 27 505 MAIN STREET · MIDDLETOWN, CT 06457 | Advisory (Plan) | $14,942 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Recordkeeping and info... | $5,626 |
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 | $24,316 | $46,732-48.0% | $156,551-84.5% | $55,167-55.9% |
| Participation rate | 41.0% | 65.8%-24.8pp | 84.0%-43.0pp | 69.0%-28.0pp |
| Annual return | 7.07% | 17.72%-10.6pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $227 | $2,105-89.2% | $5,501-95.9% | $1,963-88.4% |
| Participant deferral / active EE | $929 | $2,204-57.9% | $4,871-80.9% | $3,054-69.6% |
| Admin fee / account holder | $175 | $418-58.1% | $13,028-98.7% | $504-65.2% |