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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY NATIONAL ROCHDALE Service code 26 400 NORTH ROXBURY DRIVE · BEVERLY HILLS, CA 90210 | Advisory (Participants) | $14,074 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $11,871 |
STOLPER & COMPANY INC2 years Filed as: STOLPER & COMPANY Service code 26 550 WEST C STREET · SAN DIEGO, CA 92101 | Advisory (Participants) | $8,309 |
SNYDER CAPITAL MANAGEMENT2 years Filed as: SNYDER CAPITAL MGMT LP Service code 26 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Participants) | $7,937 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY NATIONAL BANK Service code 68 | Soft dollars commissions | $0 |
MATRIX TRUST COMPANY2 years Service code 62 | Soft dollars commissions; Float revenue | $0 |
TD AMERITRADE, INC.3+ years Service code 59 | Shareholder Servicing | $0 |
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 | $54,907 | $46,173+18.9% | $170,435-67.8% | $69,631-21.1% |
| Participation rate | 84.4% | 63.9%+20.5pp | 83.6%+0.8pp | 70.7%+13.7pp |
| Annual return | 16.26% | 21.62%-5.4pp | 205.94%-189.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $874 | $1,610-45.7% | $5,432-83.9% | $2,032-57.0% |
| Participant deferral / active EE | $3,173 | $2,080+52.5% | $4,939-35.8% | $3,224-1.6% |
| Admin fee / account holder | $122 | $116+5.1% | $13,881-99.1% | $110+10.4% |