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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,796 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $51,034 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 15 · EIN 16-1186135 | Recordkeeping | $12,227 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,706 | $91,762-45.8% | $67,502-26.4% | $77,643-36.0% |
| Participation rate | 91.2% | 75.9%+15.3pp | 72.9%+18.3pp | 70.6%+20.6pp |
| Annual return | 14.95% | 14.87%+0.1pp | 3512.12%-3497.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,853 | $3,181-41.7% | $2,731-32.1% | $2,726-32.0% |
| Participant deferral / active EE | $2,078 | $3,903-46.8% | $4,000-48.1% | $4,647-55.3% |
| Admin fee / account holder | $169 | $176-4.0% | $3,998-95.8% | $430-60.7% |