Filed March 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $48,529 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,418 |
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 | $163,083 | $52,467+210.8% | $57,196+185.1% | $55,167+195.6% |
| Participation rate | 94.8% | 75.8%+19.0pp | 75.3%+19.5pp | 69.0%+25.8pp |
| Annual return | 6.00% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,456 | $2,477+79.9% | $2,683+66.1% | $1,963+127.1% |
| Participant deferral / active EE | $7,945 | $2,830+180.7% | $3,096+156.6% | $3,054+160.1% |
| Admin fee / account holder | $25 | $269-90.9% | $3,141-99.2% | $504-95.1% |