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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 | $12,160 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,250 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $89,101 | $50,947+74.9% | $74,551+19.5% | $64,173+38.8% |
| Participation rate | 77.6% | 61.1%+16.6pp | 69.1%+8.5pp | 69.6%+8.1pp |
| Annual return | -2.83% | -1.85%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $922 | $1,115-17.4% | $1,961-53.0% | $2,381-61.3% |
| Participant deferral / active EE | $3,851 | $2,302+67.3% | $3,108+23.9% | $3,470+11.0% |
| Admin fee / account holder | $16 | $4,221-99.6% | $5,059-99.7% | $4,887-99.7% |