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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 | Other Services | $13,815 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $750 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 49 · EIN 41-1416330 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,444 | $176,471-82.2% | $95,968-67.2% | $90,274-65.2% |
| Participation rate | 12.9% | 86.6%-73.6pp | 77.1%-64.1pp | 73.4%-60.4pp |
| Annual return | 20.70% | 20.15%+0.5pp | 91.65%-71.0pp | 53.97%-33.3pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,542-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $173 | $5,325-96.7% | $4,167-95.8% | $4,231-95.9% |
| Admin fee / account holder | $3 | $154-97.8% | $6,798-100.0% | $114-97.0% |