Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,356 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $52,363 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 · EIN 25-1650062 | Contract Administrator | $27,824 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 | Contract Administrator | $12,808 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,238 | $110,483-46.4% | $145,433-59.3% | $79,634-25.6% |
| Participation rate | 98.6% | 71.1%+27.5pp | 82.1%+16.5pp | 62.5%+36.1pp |
| Annual return | 11.01% | 24.62%-13.6pp | 66.58%-55.6pp | 36.46%-25.5pp |
| Employer contribution / active EE | $1,646 | $4,053-59.4% | $4,554-63.9% | $2,529-34.9% |
| Participant deferral / active EE | $4,383 | $7,216-39.3% | $7,897-44.5% | $3,835+14.3% |
| Admin fee / account holder | $259 | $680-61.9% | $13,129-98.0% | $1,002-74.2% |