Filed June 22, 2010 (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 year Filed as: RBC CAPITAL MARKETS CORP. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,448 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $23,195 |
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 | $93,051 | $60,989+52.6% | $60,919+52.7% | $66,949+39.0% |
| Participation rate | 96.5% | 74.5%+22.0pp | 73.1%+23.4pp | 69.8%+26.6pp |
| Annual return | -13.64% | -9.60%-4.0pp | 16.96%-30.6pp | 1.57%-15.2pp |
| Employer contribution / active EE | $4,011 | $2,661+50.7% | $2,704+48.3% | $2,545+57.6% |
| Participant deferral / active EE | $4,710 | $3,615+30.3% | $3,814+23.5% | $4,239+11.1% |
| Admin fee / account holder | $144 | $338-57.5% | $3,228-95.5% | $594-75.8% |