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 MANAGEMENT3 years Service code 28 · EIN 41-1228350 | Investment Management | $132,088 |
BPAS3 years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $128,716 |
COMMUNITY BANK, NA3 years Service code 19 · EIN 16-1213679 | Securities Custodian | $44,141 |
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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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 15.61% | 12.96%+2.6pp | 20.73%-5.1pp | 16.32%-0.7pp |
| Employer contribution / active EE | $13,969 | $12,913+8.2% | $36,503-61.7% | $17,007-17.9% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |