Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,006 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $31,197 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,524 | $79,519-51.6% | $95,952-59.9% | $73,409-47.5% |
| Participation rate | 97.2% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 10.99% | 19.20%-8.2pp | 91.61%-80.6pp | 59.29%-48.3pp |
| Employer contribution / active EE | $928 | $2,048-54.7% | $2,541-63.5% | $2,234-58.5% |
| Participant deferral / active EE | $2,137 | $4,138-48.4% | $4,167-48.7% | $3,805-43.9% |
| Admin fee / account holder | $187 | $184+1.6% | $6,795-97.2% | $158+18.6% |