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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $5,926 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,759 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,531 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,622 | $60,165+5.7% | $74,184-14.2% | $55,167+15.3% |
| Participation rate | 63.0% | 74.2%-11.1pp | 76.6%-13.6pp | 69.0%-5.9pp |
| Annual return | 9.68% | 10.00%-0.3pp | 17.74%-8.1pp | 169.23%-159.5pp |
| Employer contribution / active EE | $336 | $1,600-79.0% | $2,370-85.8% | $1,963-82.9% |
| Participant deferral / active EE | $2,843 | $2,973-4.4% | $3,550-19.9% | $3,054-6.9% |
| Admin fee / account holder | $18 | $419-95.7% | $5,586-99.7% | $504-96.4% |