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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,175 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $7,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,273 | $31,109+0.5% | $67,704-53.8% | $52,331-40.2% |
| Participation rate | 45.7% | 54.0%-8.3pp | 67.5%-21.8pp | 68.1%-22.4pp |
| Annual return | -1.61% | 23.70%-25.3pp | 25.41%-27.0pp | 4.54%-6.2pp |
| Employer contribution / active EE | $498 | $1,076-53.7% | $2,559-80.6% | $1,882-73.5% |
| Participant deferral / active EE | $2,264 | $1,970+14.9% | $3,585-36.9% | $3,022-25.1% |
| Admin fee / account holder | $111 | $466-76.3% | $4,255-97.4% | $592-81.3% |