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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $10,729 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,352 |
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 | $53,021 | $88,324-40.0% | $115,037-53.9% | $55,191-3.9% |
| Participation rate | 97.9% | 72.5%+25.4pp | 81.4%+16.5pp | 69.2%+28.7pp |
| Annual return | 2.08% | 6.30%-4.2pp | 26.14%-24.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,348 | $2,805-52.0% | $4,608-70.8% | $1,899-29.0% |
| Participant deferral / active EE | $6,511 | $5,042+29.1% | $6,026+8.0% | $3,046+113.7% |
| Admin fee / account holder | $10 | $105-90.6% | $8,175-99.9% | $91-89.0% |