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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 | $19,142 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,383 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $280 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,681 | $54,541+57.1% | $78,778+8.8% | $70,126+22.2% |
| Participation rate | 91.3% | 60.8%+30.5pp | 69.2%+22.1pp | 69.5%+21.7pp |
| Annual return | 16.39% | 21.07%-4.7pp | 35.62%-19.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,499 | $1,089+37.7% | $1,986-24.5% | $2,343-36.0% |
| Participant deferral / active EE | $3,871 | $2,210+75.2% | $2,958+30.9% | $3,332+16.2% |
| Admin fee / account holder | $13 | $3,709-99.7% | $5,134-99.8% | $4,645-99.7% |