Filed February 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 53 · EIN 41-1416330 | Insurance Commissions | $32,565 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,685 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-6343882 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-2778698 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $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 | $54,868 | $55,453-1.1% | $170,435-67.8% | $62,293-11.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.77% | 21.38%-2.6pp | 205.94%-187.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,264 | $2,164+4.6% | $5,432-58.3% | $2,042+10.9% |
| Participant deferral / active EE | $5,503 | $2,303+139.0% | $4,939+11.4% | $3,169+73.6% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.1% |