Filed February 3, 2010
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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 800 NICOLETTE AVE · MINNEAPOLIS, MN 55402 | Consulting | $47,163 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,818 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,517 | $86,897-2.7% | $151,645-44.3% | $64,824+30.4% |
| Participation rate | 86.6% | 87.3%-0.6pp | 87.5%-0.8pp | 71.5%+15.2pp |
| Annual return | -15.11% | -3.57%-11.5pp | 3.34%-18.5pp | 32.84%-48.0pp |
| Employer contribution / active EE | $3,223 | $4,010-19.6% | $6,165-47.7% | $2,507+28.6% |
| Participant deferral / active EE | $4,939 | $6,690-26.2% | $8,363-40.9% | $4,311+14.6% |
| Admin fee / account holder | $262 | $153+71.5% | $11,614-97.7% | $188+39.6% |