Filed July 16, 2020 (most recent of 8 filings on file)
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 MANAGEMENT10+ years Filed as: RBC DAIN RAUSCHER Service code 28 · EIN 41-1228350 | Investment Management | $129,879 |
COMMUNITY BANK, NA10+ years Service code 19 · EIN 16-1213679 | Securities Custodian | $6,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $179,823-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 42.1%-42.1pp | 2.1%-2.1pp |
| Annual return | 11.65% | 7.65%+4.0pp | 148.78%-137.1pp | 7.65%+4.0pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $26,858-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $63-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,660-100.0% | $193-100.0% |