Filed December 13, 2010
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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $52,024 |
PRESBERG PENSIONS, INC2 years Service code 13 4165 E THOUSAND OAKS BLVD · WESTLAKE VILLAGE, CA 913623843 | Contract Administrator | $12,767 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,512 | $101,653+107.1% | $147,080+43.1% | $74,459+182.7% |
| Participation rate | 62.2% | 75.6%-13.3pp | 82.2%-20.0pp | 67.2%-5.0pp |
| Annual return | 15.64% | 8754.98%-8739.3pp | 420.17%-404.5pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $1,282 | $3,813-66.4% | $4,933-74.0% | $2,626-51.2% |
| Participant deferral / active EE | $6,546 | $7,304-10.4% | $8,066-18.9% | $4,350+50.5% |
| Admin fee / account holder | $257 | $1,752-85.3% | $12,989-98.0% | $1,945-86.8% |