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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS CORP Service code 55 · EIN 41-1416330 | Other Commissions | $33,820 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,682 |
RELIANCE TRUST COMPANY3+ 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.
Participant 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 | $87,643 | $71,192+23.1% | $117,861-25.6% | $62,293+40.7% |
| Participation rate | 47.0% | 74.2%-27.2pp | 79.7%-32.7pp | 69.5%-22.5pp |
| Annual return | 16.92% | 18.66%-1.7pp | 335.11%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,099 | $1,934-43.2% | $3,786-71.0% | $2,042-46.2% |
| Participant deferral / active EE | $1,456 | $3,189-54.3% | $4,482-67.5% | $3,169-54.1% |
| Admin fee / account holder | $20 | $587-96.5% | $8,021-99.7% | $479-95.8% |