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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,670 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $51,692 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,160 | $45,000-26.3% | $143,801-76.9% | $77,906-57.4% |
| Participation rate | 91.1% | 66.8%+24.3pp | 80.3%+10.8pp | 73.7%+17.4pp |
| Annual return | -15.95% | 29.03%-45.0pp | -0.04%-15.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $2,094 | $1,870+12.0% | $4,952-57.7% | $2,846-26.4% |
| Participant deferral / active EE | $4,842 | $3,157+53.4% | $5,639-14.1% | $4,805+0.8% |
| Admin fee / account holder | $73 | $98-26.3% | $14,680-99.5% | $133-45.3% |