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 MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS CORP Service code 55 · EIN 41-1416330 | Other Commissions | $27,456 |
Filed as: BOWERS & COMPANY CPA'S PLLC Service code 50 · EIN 20-1317788 | Direct Payment | $5,692 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,918 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,844 | $63,924+48.4% | $108,582-12.7% | $55,167+71.9% |
| Participation rate | 47.6% | 74.3%-26.7pp | 79.6%-31.9pp | 69.0%-21.3pp |
| Annual return | 5.66% | 15.31%-9.7pp | -51.70%+57.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,094 | $1,879-41.8% | $3,758-70.9% | $1,963-44.3% |
| Participant deferral / active EE | $1,692 | $3,067-44.8% | $4,311-60.7% | $3,054-44.6% |
| Admin fee / account holder | $83 | $618-86.6% | $7,645-98.9% | $504-83.6% |