Filed February 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $424,003 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $52,758 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL WINN Service code 53 9 TRAFALGAR SQUARE, SUITE 200 · NASHUA, NH 03060 | Insurance Commissions | $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 | $39,886 | $46,360-14.0% | $147,617-73.0% | $52,331-23.8% |
| Participation rate | 92.5% | 64.9%+27.6pp | 84.6%+7.9pp | 68.1%+24.4pp |
| Annual return | -0.48% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,055 | $2,126-3.4% | $5,564-63.1% | $1,882+9.2% |
| Participant deferral / active EE | $4,144 | $2,258+83.6% | $4,895-15.4% | $3,022+37.1% |
| Admin fee / account holder | $16 | $766-97.8% | $11,612-99.9% | $592-97.2% |