Filed March 20, 2017
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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-1526584 | Recordkeeping | $25,177 |
RBC WEALTH MANAGEMENT8 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $11,563 |
CHARLES SCHWAB & CO., INC.8 years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,772 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,529 | $61,356-40.5% | $149,696-75.6% | $71,511-48.9% |
| Participation rate | 81.0% | 62.5%+18.5pp | 78.8%+2.2pp | 67.9%+13.1pp |
| Annual return | 12.85% | 35.86%-23.0pp | 134.46%-121.6pp | 28.86%-16.0pp |
| Employer contribution / active EE | $1,551 | $2,382-34.9% | $4,821-67.8% | $2,589-40.1% |
| Participant deferral / active EE | $2,442 | $2,920-16.4% | $5,682-57.0% | $4,291-43.1% |
| Admin fee / account holder | $161 | $1,263-87.2% | $13,212-98.8% | $1,588-89.8% |