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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,030 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $9,597 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,066 | $56,551-76.9% | $185,854-93.0% | $86,828-85.0% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 14.11% | 118.23%-104.1pp | 122.12%-108.0pp | 97.95%-83.8pp |
| Employer contribution / active EE | $2,058 | $1,845+11.6% | $5,169-60.2% | $2,406-14.5% |
| Participant deferral / active EE | $2,058 | $2,556-19.5% | $5,569-63.0% | $4,132-50.2% |
| Admin fee / account holder | $60 | $150-59.9% | $16,246-99.6% | $170-64.6% |