Filed February 1, 2022 (most recent of 3 filings on file)
Total covered: 140 employees
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $244,932 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $186,966 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $55,068 |
PENCHECKS1 year Filed as: PENCHECKS TRUCT COMPANY OF AMERICA Service code 99 8580 LA MESABLVD. · SAN DIEGO, CA 91942 | Other Fees | $375 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,469 | $48,464+14.5% | $90,974-39.0% | $106,273-47.8% |
| Participation rate | 75.5% | 53.1%+22.3pp | 69.0%+6.4pp | 70.8%+4.7pp |
| Annual return | 13.48% | 16.72%-3.2pp | 134.60%-121.1pp | 21.70%-8.2pp |
| Employer contribution / active EE | $2,566 | $939+173.1% | $2,122+20.9% | $2,722-5.8% |
| Participant deferral / active EE | $857 | $1,510-43.2% | $3,373-74.6% | $4,601-81.4% |
| Admin fee / account holder | $11 | $58-80.6% | $5,961-99.8% | $78-85.7% |