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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,674 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,993 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,908 | $74,706+13.7% | $75,714+12.1% | $79,391+6.9% |
| Participation rate | 96.6% | 75.3%+21.2pp | 74.8%+21.7pp | 70.7%+25.8pp |
| Annual return | 23.69% | 18.52%+5.2pp | 104.62%-80.9pp | 116.88%-93.2pp |
| Employer contribution / active EE | $2,452 | $2,590-5.3% | $2,744-10.6% | $2,428+1.0% |
| Participant deferral / active EE | $7,135 | $3,533+101.9% | $3,820+86.7% | $4,046+76.3% |
| Admin fee / account holder | $298 | $374-20.4% | $3,619-91.8% | $627-52.4% |