Filed July 16, 2004
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 GLOBAL ASSET MANAGEMENT3 years Filed as: CITY NATIONAL ROCHDALE Service code 27 · EIN 13-4194048 400 PARK AVENUE · NEW YORK, NC 10022 | Advisory (Plan) | $25,975 |
SEVENBRIDGE1 year Service code 27 · EIN 47-4901944 3401 NORTH FRONT STREET · HARRISBURG, PA 17110 | Advisory (Plan) | $25,539 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST Service code 11 · EIN 83-3455979 7800 MCCLOUD ROUD · GREENSBORO, NC 27409 | Actuarial | $23,700 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 6.37% | 7.69%-1.3pp | 9.51%-3.1pp | 24.44%-18.1pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |