Filed November 9, 2005
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 MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $15,739 |
LIFETIME BENEFIT SOLUTIONS3+ years Service code 13 · EIN 16-1171765 165 COURT STREET · ROCHESTER, NY 14647 | Contract Administrator | $8,402 |
FLAHERTY SALMIN, LLP3+ years Filed as: FLAHERTY SALMIN LLP Service code 10 · EIN 16-1451346 | Accounting | $7,100 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,963 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,487 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,013 | $64,909-16.8% | $82,312-34.4% | $62,293-13.3% |
| Participation rate | 84.8% | 74.9%+9.9pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 16.64% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,055 | $3,103-1.5% | $3,706-17.6% | $3,169-3.6% |
| Admin fee / account holder | $81 | $440-81.7% | $5,608-98.6% | $479-83.2% |