Filed November 29, 2005
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 |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $71,967 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC 41-1416330 Service code 22 | Insurance Broker | $18,038 |
Service code 15 · EIN 39-1967492 | Recordkeeping | $12,996 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $9,981 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,150 | $84,948-29.2% | $70,494-14.7% | $73,412-18.1% |
| Participation rate | 47.0% | 79.9%-33.0pp | 75.1%-28.1pp | 72.2%-25.2pp |
| Annual return | 6.59% | 13.39%-6.8pp | 109.16%-102.6pp | 59.30%-52.7pp |
| Employer contribution / active EE | $447 | $2,834-84.2% | $2,738-83.7% | $2,234-80.0% |
| Participant deferral / active EE | $1,799 | $3,387-46.9% | $3,711-51.5% | $3,806-52.7% |
| Admin fee / account holder | $283 | $98+188.1% | $3,848-92.7% | $158+79.0% |