Filed March 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,614 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,513 |
PRIME BENEFITS, INC.2 years Filed as: PRIME BENEFITS INC. Service code 13 · EIN 52-2204662 | Contract Administrator | $22,234 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,357 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $540 |
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 | $115,034 | $60,795+89.2% | $69,483+65.6% | $65,186+76.5% |
| Participation rate | 94.3% | 74.9%+19.4pp | 74.6%+19.7pp | 70.2%+24.1pp |
| Annual return | 19.76% | 17.46%+2.3pp | 28.99%-9.2pp | 29.39%-9.6pp |
| Employer contribution / active EE | $4,661 | $2,452+90.1% | $2,780+67.7% | $2,177+114.1% |
| Participant deferral / active EE | $7,474 | $3,162+136.4% | $3,537+111.3% | $3,514+112.7% |
| Admin fee / account holder | $295 | $314-5.9% | $3,841-92.3% | $847-65.2% |