Filed January 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,465 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $23,612 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $1,995 |
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 | $95,140 | $41,854+127.3% | $73,836+28.9% | $52,331+81.8% |
| Participation rate | 82.1% | 66.2%+15.9pp | 73.4%+8.7pp | 68.1%+14.0pp |
| Annual return | 1.59% | 2.11%-0.5pp | 2268.06%-2266.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $8,168 | $1,920+325.4% | $2,787+193.0% | $1,882+334.1% |
| Participant deferral / active EE | $5,485 | $2,498+119.6% | $3,583+53.1% | $3,022+81.5% |
| Admin fee / account holder | $165 | $493-66.4% | $4,882-96.6% | $592-72.0% |