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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.1+ years Service code 15 · EIN 22-2446145 | Recordkeeping | $10,696 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,490 |
COMMONWEALTH FINANCIAL NETWORK1+ years Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 49 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Other Services | $3,095 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,868 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Service code 59 · EIN 36-3976708 | Shareholder Servicing | $0 |
FEDERATED1+ years Filed as: FEDERATED SECURITIES CORP. Service code 27 5800 CORPORATE DRIVE · PITTSBURGH, PA 15237 | Advisory (Plan) | $0 |
GOLDMAN SACHS1+ years Service code 27 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $0 |
THE HARTFORD1+ years Filed as: HARTFORD INVESTMENT FINANCIAL SERVI Service code 27 201 HOPMEADOW STREET · SIMSBURY, CT 06089 | Advisory (Plan) | $0 |
INVESCO1+ years Filed as: INVESCO DISTRIBUTORS, INC. Service code 27 · EIN 74-1894784 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,407 | $71,192-60.1% | $117,861-75.9% | $62,293-54.4% |
| Participation rate | 69.4% | 74.2%-4.8pp | 79.7%-10.3pp | 69.5%-0.1pp |
| Annual return | 18.45% | 18.66%-0.2pp | 335.11%-316.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,041 | $1,934-46.2% | $3,786-72.5% | $2,042-49.0% |
| Participant deferral / active EE | $940 | $3,189-70.5% | $4,482-79.0% | $3,169-70.3% |
| Admin fee / account holder | $44 | $587-92.5% | $8,021-99.4% | $479-90.8% |