Filed August 7, 1995 (most recent of 2 filings on file)
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 MANAGEMENT1+ years Service code 28 · EIN 41-1416330 6225 SHERIDAN DR., SUITE 318 · WILLIAMSVILLE, NY 14221 | Investment Management | $54,668 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 307 UNIVERSITY BLVD N. B3 STE 1500 · MOBILE, AL 36688 | Recordkeeping | $28,061 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 28 200 JOHN JAMES AUDUBON PARK, STE100 · AMHERST, NY 14228 | Investment Management | $13,616 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,726 | $38,925-57.0% | $73,836-77.3% | $55,191-69.7% |
| Participation rate | 71.7% | 66.0%+5.7pp | 73.4%-1.7pp | 69.2%+2.6pp |
| Annual return | -0.39% | 6.31%-6.7pp | 2268.06%-2268.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,035 | $1,695+20.1% | $2,787-27.0% | $1,899+7.2% |
| Participant deferral / active EE | $1,369 | $2,351-41.8% | $3,583-61.8% | $3,046-55.1% |
| Admin fee / account holder | $175 | $83+111.0% | $4,882-96.4% | $91+92.6% |