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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,011 |
RBC WEALTH MANAGEMENT4 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,812 | $50,169-66.5% | $149,740-88.8% | $80,187-79.0% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.2pp | 72.9%+22.0pp |
| Annual return | 18.56% | 29.82%-11.3pp | 134.51%-116.0pp | 40.40%-21.8pp |
| Employer contribution / active EE | $1,003 | $1,869-46.3% | $4,821-79.2% | $2,980-66.3% |
| Participant deferral / active EE | $2,284 | $3,194-28.5% | $5,683-59.8% | $5,016-54.5% |
| Admin fee / account holder | $76 | $153-50.3% | $13,222-99.4% | $145-47.7% |