Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,832 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $70,206 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,716 | $47,456-50.0% | $172,757-86.3% | $77,775-69.5% |
| Participation rate | 97.9% | 66.3%+31.7pp | 82.6%+15.3pp | 73.2%+24.7pp |
| Annual return | 28.26% | 35.57%-7.3pp | 803.06%-774.8pp | 32.58%-4.3pp |
| Employer contribution / active EE | $2,038 | $1,574+29.5% | $5,144-60.4% | $2,504-18.6% |
| Participant deferral / active EE | $3,809 | $2,560+48.8% | $5,198-26.7% | $3,966-4.0% |
| Admin fee / account holder | $95 | $81+17.7% | $13,956-99.3% | $100-4.9% |