Filed February 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $25,326 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,059 |
MICHAEL F. YATES & COMPANY, INC.2+ 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 | $45,439 | $36,916+23.1% | $156,551-71.0% | $57,658-21.2% |
| Participation rate | 77.0% | 63.4%+13.5pp | 84.0%-7.1pp | 70.2%+6.7pp |
| Annual return | 8.97% | 12.38%-3.4pp | 32.23%-23.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,640 | $1,571+4.4% | $5,501-70.2% | $1,974-16.9% |
| Participant deferral / active EE | $3,987 | $1,926+107.0% | $4,871-18.2% | $3,061+30.3% |
| Admin fee / account holder | $16 | $82-80.5% | $13,028-99.9% | $95-83.0% |