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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,113 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $0 |
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 | $28,699 | $52,961-45.8% | $172,755-83.4% | $65,185-56.0% |
| Participation rate | 77.8% | 66.2%+11.6pp | 82.6%-4.8pp | 70.2%+7.6pp |
| Annual return | 24.22% | 30.12%-5.9pp | 802.94%-778.7pp | 29.38%-5.2pp |
| Employer contribution / active EE | $966 | $2,190-55.9% | $5,144-81.2% | $2,177-55.6% |
| Participant deferral / active EE | $2,151 | $2,471-12.9% | $5,198-58.6% | $3,514-38.8% |
| Admin fee / account holder | $104 | $472-77.9% | $13,955-99.3% | $847-87.7% |