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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,853 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,621 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,588 | $57,976+11.4% | $63,018+2.5% | $62,293+3.7% |
| Participation rate | 79.2% | 75.9%+3.3pp | 74.8%+4.4pp | 69.5%+9.7pp |
| Annual return | 13.25% | 17.54%-4.3pp | 87.62%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,786 | $2,956+61.9% | $3,330+43.8% | $3,169+51.0% |
| Admin fee / account holder | $184 | $276-33.4% | $3,601-94.9% | $479-61.7% |