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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,631 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $44,474 |
TAX SHELTERED COMPENSATION, INC.2+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 | Contract Administrator | $15,350 |
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 | $49,970 | $48,064+4.0% | $78,778-36.6% | $69,631-28.2% |
| Participation rate | 44.6% | 61.6%-17.0pp | 69.2%-24.6pp | 70.7%-26.1pp |
| Annual return | 18.04% | 21.81%-3.8pp | 35.62%-17.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,182 | $744+58.9% | $1,986-40.5% | $2,032-41.9% |
| Participant deferral / active EE | $1,908 | $2,079-8.2% | $2,958-35.5% | $3,224-40.8% |
| Admin fee / account holder | $142 | $152-6.4% | $5,134-97.2% | $110+28.9% |