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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 | Other Services | $19,287 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,125 |
RBC WEALTH MANAGEMENT6 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,695 | $130,052-75.6% | $86,717-63.4% | $77,906-59.3% |
| Participation rate | 11.7% | 85.9%-74.2pp | 76.6%-64.9pp | 73.7%-62.0pp |
| Annual return | -16.94% | -12.73%-4.2pp | 35.97%-52.9pp | 12.16%-29.1pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $2,837-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $189 | $5,741-96.7% | $4,657-95.9% | $4,805-96.1% |
| Admin fee / account holder | $5 | $132-96.2% | $7,494-99.9% | $133-96.2% |