Filed December 29, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8 years Service code 28 · EIN 41-1228350 | Investment Management | $175,226 |
Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $66,669 |
NOTTINGHAM ADVISORS1 year Filed as: NOTTINGHAM TRUST Service code 19 · EIN 16-1213679 | Securities Custodian | $48,736 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 10.55% | 7.03%+3.5pp | 9.82%+0.7pp | 7.65%+2.9pp |
| Employer contribution / active EE | $15,859 | $15,106+5.0% | $30,322-47.7% | $20,582-22.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |