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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,238 | $119,446-50.4% | $150,045-60.5% | $85,563-30.8% |
| Participation rate | 98.6% | 75.4%+23.1pp | 82.3%+16.3pp | 66.0%+32.6pp |
| Annual return | 11.01% | 23.72%-12.7pp | 62.55%-51.5pp | 31.51%-20.5pp |
| Employer contribution / active EE | $1,646 | $4,078-59.6% | $4,693-64.9% | $2,654-38.0% |
| Participant deferral / active EE | $4,383 | $7,985-45.1% | $7,997-45.2% | $4,375+0.2% |
| Admin fee / account holder | $259 | $548-52.7% | $13,435-98.1% | $834-69.0% |