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 MANAGEMENT1 year Service code 28 · EIN 41-1228350 | Investment Management | $131,146 |
BPAS1 year Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $73,425 |
COMMUNITY BANK, NA1 year Service code 19 · EIN 16-1213679 | Securities Custodian | $12,763 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 6.06% | 10.93%-4.9pp | 10.16%-4.1pp | 13.95%-7.9pp |
| Employer contribution / active EE | $7,285 | $10,209-28.6% | $33,192-78.1% | $16,598-56.1% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |