Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,875 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,577 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 · EIN 39-1816008 | Other Services | $11,137 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,490 | $82,163-38.5% | $125,381-59.7% | $64,819-22.1% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -16.72% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,352 | $3,616-62.6% | $4,815-71.9% | $2,507-46.1% |
| Participant deferral / active EE | $3,977 | $7,175-44.6% | $7,448-46.6% | $4,311-7.8% |
| Admin fee / account holder | $182 | $163+11.3% | $10,007-98.2% | $188-3.3% |