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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,221 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $53,204 |
TAX SHELTERED COMPENSATION, INC.3+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 | Contract Administrator | $18,115 |
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 | $42,606 | $35,485+20.1% | $74,551-42.9% | $55,725-23.5% |
| Participation rate | 46.0% | 62.5%-16.5pp | 69.1%-23.1pp | 70.9%-24.8pp |
| Annual return | -0.43% | 0.72%-1.1pp | 32.53%-33.0pp | 244.93%-245.4pp |
| Employer contribution / active EE | $1,291 | $777+66.1% | $1,961-34.1% | $2,078-37.9% |
| Participant deferral / active EE | $2,285 | $2,181+4.8% | $3,108-26.5% | $3,356-31.9% |
| Admin fee / account holder | $140 | $114+22.1% | $5,059-97.2% | $115+21.2% |