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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 | $15,724 |
THE BENEFIT PRACTICE1+ years Service code 49 · EIN 13-4144565 | Other Services | $13,630 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $9,224 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,714 | $72,770-39.9% | $67,652-35.4% | $55,191-20.8% |
| Participation rate | 85.3% | 78.8%+6.5pp | 75.7%+9.6pp | 69.2%+16.1pp |
| Annual return | 2.98% | -3.26%+6.2pp | 6625.40%-6622.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $3 | $1,769-99.8% | $2,266-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $3,671 | $3,408+7.7% | $3,560+3.1% | $3,046+20.5% |
| Admin fee / account holder | $22 | $79-71.8% | $4,821-99.5% | $91-75.5% |