Filed September 12, 2006 (most recent of 2 filings on file)
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 MANAGEMENT1+ years Service code 10 · EIN 41-1416330 | Accounting | $65,000 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPIRO & COMPANY P.C Service code 10 · EIN 06-1009205 | Accounting | $21,533 |
BPM LLP1+ years Filed as: BURR PILGER MAYER Service code 10 · EIN 26-3839190 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,096 |
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 | $93,282 | $86,372+8.0% | $123,894-24.7% | $65,292+42.9% |
| Participation rate | 91.6% | 76.9%+14.6pp | 81.4%+10.1pp | 72.4%+19.1pp |
| Annual return | 7.93% | 11.27%-3.3pp | 47.52%-39.6pp | 11.84%-3.9pp |
| Employer contribution / active EE | $1,964 | $2,838-30.8% | $4,617-57.5% | $2,302-14.7% |
| Participant deferral / active EE | $5,247 | $5,625-6.7% | $5,984-12.3% | $3,579+46.6% |
| Admin fee / account holder | $19 | $53-63.6% | $8,357-99.8% | $57-66.5% |