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 | $62,175 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,308 |
Filed as: WILSHIRE ADVISORS LLC 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 | $12,517 | $45,000-72.2% | $143,801-91.3% | $77,906-83.9% |
| Participation rate | 97.0% | 66.8%+30.2pp | 80.3%+16.7pp | 73.7%+23.3pp |
| Annual return | -16.48% | 29.03%-45.5pp | -0.04%-16.4pp | 12.16%-28.6pp |
| Employer contribution / active EE | $1,016 | $1,870-45.7% | $4,952-79.5% | $2,846-64.3% |
| Participant deferral / active EE | $2,283 | $3,157-27.7% | $5,639-59.5% | $4,805-52.5% |
| Admin fee / account holder | $56 | $98-42.9% | $14,680-99.6% | $133-57.6% |