Filed February 28, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $21,045 |
Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $11,523 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,782 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,755 |
STAMBAUGH NESS PC1 year Service code 10 2600 EASTER BLVD · YORK, PA 17402 | Accounting | $1,993 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,177 | $136,307-34.6% | $177,848-49.9% | $73,497+21.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 21.61% | 18.68%+2.9pp | 48.33%-26.7pp | 28.51%-6.9pp |
| Employer contribution / active EE | $3,842 | $3,712+3.5% | $5,919-35.1% | $2,270+69.2% |
| Participant deferral / active EE | $5,728 | $5,829-1.7% | $7,714-25.7% | $3,740+53.2% |
| Admin fee / account holder | $217 | $596-63.6% | $12,431-98.3% | $513-57.7% |