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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,844 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $6,580 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,640 | $46,182-90.0% | $170,435-97.3% | $69,634-93.3% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 16.05% | 21.40%-5.4pp | 205.94%-189.9pp | 27572.26%-27556.2pp |
| Employer contribution / active EE | $975 | $1,610-39.4% | $5,432-82.0% | $2,032-52.0% |
| Participant deferral / active EE | $977 | $2,081-53.0% | $4,939-80.2% | $3,224-69.7% |
| Admin fee / account holder | $13 | $116-89.0% | $13,881-99.9% | $110-88.4% |