Filed December 2, 2011
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; SCOTT MER Service code 27 · EIN 41-1416330 | Advisory (Plan) | $40,950 |
CLARK NUBER2 years Service code 10 · EIN 91-1194016 | Accounting | $20,000 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $7,111 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,554 | $65,582+141.8% | $64,101+147.4% | $71,511+121.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 15.19% | 18.96%-3.8pp | 33.72%-18.5pp | 28.86%-13.7pp |
| Employer contribution / active EE | $6,472 | $2,671+142.3% | $2,749+135.5% | $2,589+150.0% |
| Participant deferral / active EE | $8,522 | $3,628+134.9% | $3,881+119.6% | $4,291+98.6% |
| Admin fee / account holder | $124 | $616-79.9% | $3,070-96.0% | $1,588-92.2% |