Filed May 14, 2006
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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $48,420 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,318 | $106,749+6.2% | $145,433-22.1% | $82,448+37.4% |
| Participation rate | 40.2% | 75.6%-35.4pp | 82.1%-41.9pp | 68.1%-27.8pp |
| Annual return | 14.52% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,750 | $3,444-49.2% | $4,554-61.6% | $2,551-31.4% |
| Participant deferral / active EE | $6,511 | $6,519-0.1% | $7,897-17.6% | $4,139+57.3% |
| Admin fee / account holder | $390 | $8,390-95.4% | $13,129-97.0% | $7,234-94.6% |