Filed March 21, 1995
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 MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $62,593 |
HOLTHOUSE CARLIN & VAN TRIGT LLP10+ years Service code 10 11444 W OLYMPIC BLVD FL 11 · LOS ANGELES, CA 90064 | Accounting | $12,600 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,802 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,463 | $128,603+138.3% | $197,124+55.5% | $67,986+350.8% |
| Participation rate | 99.1% | 81.7%+17.5pp | 86.7%+12.4pp | 57.2%+41.9pp |
| Annual return | 16.42% | 23.77%-7.3pp | 44.34%-27.9pp | 31.67%-15.2pp |
| Employer contribution / active EE | $10,906 | $4,379+149.0% | $6,227+75.1% | $2,019+440.2% |
| Participant deferral / active EE | $12,462 | $6,840+82.2% | $9,135+36.4% | $3,358+271.1% |
| Admin fee / account holder | $506 | $3,035-83.3% | $16,298-96.9% | $3,203-84.2% |