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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,749 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,233 |
TAX SHELTERED COMPENSATION, INC.1+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 | Contract Administrator | $9,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,591 | $37,044+31.2% | $71,796-32.3% | $57,658-15.7% |
| Participation rate | 39.1% | 61.1%-22.0pp | 69.1%-30.0pp | 70.2%-31.1pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $462 | $720-35.9% | $1,924-76.0% | $1,974-76.6% |
| Participant deferral / active EE | $1,430 | $1,974-27.6% | $2,794-48.8% | $3,061-53.3% |
| Admin fee / account holder | $124 | $101+22.4% | $4,815-97.4% | $95+30.7% |