Filed January 13, 2016
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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $33,298 |
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 6225 SHERIDAN DR. #318 · WILLIAMSVILLE, NY 14221 | Advisory (Participants) | $30,550 |
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 | $35,020 | $68,408-48.8% | $57,196-38.8% | $57,658-39.3% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.3%+9.3pp | 70.2%+14.4pp |
| Annual return | 8.06% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,558 | $2,869-45.7% | $2,683-41.9% | $1,974-21.1% |
| Participant deferral / active EE | $1,602 | $2,903-44.8% | $3,096-48.3% | $3,061-47.6% |
| Admin fee / account holder | $117 | $70+67.6% | $3,141-96.3% | $95+23.5% |