Filed November 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,078 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $19,716 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $16,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,185 | $88,515-64.8% | $162,177-80.8% | $67,579-53.9% |
| Participation rate | 94.5% | 86.8%+7.7pp | 87.6%+6.9pp | 71.3%+23.2pp |
| Annual return | 31.41% | 27.04%+4.4pp | 115.60%-84.2pp | 378.56%-347.1pp |
| Employer contribution / active EE | $2,437 | $3,563-31.6% | $5,613-56.6% | $2,148+13.4% |
| Participant deferral / active EE | $5,189 | $5,724-9.3% | $7,297-28.9% | $3,539+46.6% |
| Admin fee / account holder | $104 | $124-15.5% | $10,843-99.0% | $142-26.6% |