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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: M&T SECURITIES Service code 27 · EIN 16-1263079 | Advisory (Plan) | $12,311 |
RBC WEALTH MANAGEMENT3+ years Service code 16 · EIN 41-1416330 | Consulting | $10,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,459 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 15 · EIN 16-1186135 | Recordkeeping | $6,542 |
Filed as: MASS MUTUAL FINANCIAL GROUP Service code 22 · EIN 04-1590850 | Insurance Broker | $6,515 |
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 | $49,208 | $52,639-6.5% | $185,117-73.4% | $62,293-21.0% |
| Participation rate | 93.7% | 63.9%+29.8pp | 77.3%+16.4pp | 69.5%+24.2pp |
| Annual return | 19.42% | 19.57%-0.1pp | 40.50%-21.1pp | 28.90%-9.5pp |
| Employer contribution / active EE | $819 | $1,483-44.7% | $4,182-80.4% | $2,042-59.9% |
| Participant deferral / active EE | $3,433 | $3,097+10.8% | $5,045-32.0% | $3,169+8.3% |
| Admin fee / account holder | $185 | $374-50.4% | $8,159-97.7% | $479-61.3% |