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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS CORP Service code 55 · EIN 41-1416330 | Other Commissions | $25,237 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,050 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,706 | $94,529+43.6% | $140,016-3.1% | $64,186+111.4% |
| Participation rate | 89.6% | 84.1%+5.5pp | 87.5%+2.1pp | 69.6%+20.0pp |
| Annual return | -3.42% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $669 | $3,812-82.5% | $5,606-88.1% | $2,381-71.9% |
| Participant deferral / active EE | $4,555 | $5,250-13.2% | $6,927-34.2% | $3,470+31.3% |
| Admin fee / account holder | $23 | $6,741-99.7% | $10,705-99.8% | $4,888-99.5% |