Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,168 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $62,753 |
TAX SHELTERED COMPENSATION, INC.8+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $14,930 |
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 | $60,355 | $44,626+35.2% | $86,235-30.0% | $80,169-24.7% |
| Participation rate | 42.6% | 63.5%-20.9pp | 69.0%-26.3pp | 72.9%-30.3pp |
| Annual return | 20.75% | 19.61%+1.1pp | 1170.03%-1149.3pp | 40.39%-19.6pp |
| Employer contribution / active EE | $1,567 | $1,099+42.6% | $2,381-34.2% | $2,978-47.4% |
| Participant deferral / active EE | $3,414 | $2,769+23.3% | $3,987-14.4% | $5,016-31.9% |
| Admin fee / account holder | $207 | $133+55.6% | $6,856-97.0% | $145+43.0% |