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 | $48,359 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,790 |
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 | $9,233 | $47,456-80.5% | $172,757-94.7% | $77,775-88.1% |
| Participation rate | 99.0% | 66.3%+32.7pp | 82.6%+16.4pp | 73.2%+25.8pp |
| Annual return | 21.78% | 35.57%-13.8pp | 803.06%-781.3pp | 32.58%-10.8pp |
| Employer contribution / active EE | $1,072 | $1,574-31.9% | $5,144-79.2% | $2,504-57.2% |
| Participant deferral / active EE | $1,676 | $2,560-34.5% | $5,198-67.8% | $3,966-57.7% |
| Admin fee / account holder | $47 | $81-42.4% | $13,956-99.7% | $100-53.4% |