Filed March 28, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $49,153 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,008 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $440 |
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 | $124,341 | $57,976+114.5% | $63,018+97.3% | $62,293+99.6% |
| Participation rate | 91.3% | 75.9%+15.4pp | 74.8%+16.5pp | 69.5%+21.8pp |
| Annual return | 18.48% | 17.54%+0.9pp | 87.62%-69.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $4,272 | $2,415+76.9% | $2,761+54.8% | $2,042+109.2% |
| Participant deferral / active EE | $7,737 | $2,956+161.8% | $3,330+132.4% | $3,169+144.1% |
| Admin fee / account holder | $128 | $276-53.5% | $3,601-96.4% | $479-73.2% |