Filed June 8, 2009
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 WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $47,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,196 |
BETHKE CPA, LLC1 year Filed as: BETHKE CPA , LLC Service code 10 · EIN 42-1591505 | Accounting | $10,021 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $178,520 | $60,128+196.9% | $90,440+97.4% | $79,852+123.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.34% | 71.95%-57.6pp | 1294.38%-1280.0pp | 31.72%-17.4pp |
| Employer contribution / active EE | $7,831 | $2,068+278.6% | $3,263+140.0% | $2,471+216.9% |
| Participant deferral / active EE | $9,128 | $2,939+210.6% | $3,964+130.3% | $3,740+144.0% |
| Admin fee / account holder | $762 | $3,977-80.8% | $5,615-86.4% | $5,306-85.6% |