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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,771 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,879 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,570 | $56,095-82.9% | $178,510-94.6% | $90,274-89.4% |
| Participation rate | 94.1% | 65.6%+28.5pp | 81.9%+12.1pp | 73.4%+20.7pp |
| Annual return | 12.27% | 28.81%-16.5pp | 151.13%-138.9pp | 53.97%-41.7pp |
| Employer contribution / active EE | -$1 | $1,572-100.1% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,917 | $2,669-28.2% | $5,202-63.2% | $4,231-54.7% |
| Admin fee / account holder | $54 | $101-46.5% | $13,988-99.6% | $114-52.8% |