Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,186 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $30,218 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,867 |
THE RETIREMENT ADVANTAGE INC2 years Service code 49 · EIN 39-1816008 | Other Services | $10,956 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,765 | $104,336-36.0% | $159,455-58.1% | $86,813-23.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 19.71% | 26.32%-6.6pp | 263.63%-243.9pp | 97.93%-78.2pp |
| Employer contribution / active EE | $1,862 | $3,451-46.0% | $4,830-61.5% | $2,406-22.6% |
| Participant deferral / active EE | $4,056 | $6,837-40.7% | $7,353-44.8% | $4,131-1.8% |
| Admin fee / account holder | $142 | $172-17.5% | $10,800-98.7% | $170-16.2% |