Filed January 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,588 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $48,085 |
Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 · EIN 25-1650062 | Contract Administrator | $11,650 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 | Other Services | $8,631 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 | Contract Administrator | $3,166 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,569 | $106,028-41.9% | $146,958-58.1% | $77,643-20.7% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 28.29% | 56.73%-28.4pp | 418.34%-390.0pp | 31.24%-2.9pp |
| Employer contribution / active EE | $1,423 | $4,063-65.0% | $4,933-71.1% | $2,726-47.8% |
| Participant deferral / active EE | $4,044 | $7,990-49.4% | $8,070-49.9% | $4,647-13.0% |
| Admin fee / account holder | $238 | $337-29.5% | $12,998-98.2% | $430-44.7% |