Filed December 29, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Service code 28 · EIN 41-1228350 | Investment Management | $158,827 |
BPAS7 years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $101,366 |
COMMUNITY BANK, NA7 years Service code 19 · EIN 16-1213679 | Securities Custodian | $46,475 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 10.26% | 9.92%+0.3pp | 32.33%-22.1pp | 22.81%-12.5pp |
| Employer contribution / active EE | $14,367 | $16,139-11.0% | $33,960-57.7% | $18,290-21.4% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |