Filed December 2, 2016 (most recent of 4 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 CORPORATION Service code 26 · EIN 41-1416330 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $15,000 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 9 SOUTH WASHINGTON ST SUITE 600 · SPOKANE, WA 99201 | Accounting | $6,100 |
Filed as: CARLSON & SEVIGNY TPA SERVICES INC Service code 15 · EIN 33-1087673 PO BOX 48098 · SPOKANE, WA 99228 | Recordkeeping | $1,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,427 | $80,005-34.5% | $140,019-62.6% | $55,725-5.9% |
| Participation rate | 97.8% | 87.0%+10.8pp | 87.5%+10.3pp | 70.9%+27.0pp |
| Annual return | -4.43% | 0.46%-4.9pp | 651.17%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $5,560 | $3,403+63.4% | $5,605-0.8% | $2,078+167.6% |
| Participant deferral / active EE | $4,206 | $5,264-20.1% | $6,927-39.3% | $3,356+25.3% |
| Admin fee / account holder | $31 | $116-73.6% | $10,705-99.7% | $115-73.5% |