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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 | $15,621 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,544 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,362 | $41,854+3.6% | $73,836-41.3% | $52,331-17.1% |
| Participation rate | 86.9% | 66.2%+20.6pp | 73.4%+13.4pp | 68.1%+18.7pp |
| Annual return | 1.81% | 2.11%-0.3pp | 2268.06%-2266.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,950 | $1,920+1.6% | $2,787-30.0% | $1,882+3.7% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $7 | $493-98.6% | $4,882-99.9% | $592-98.8% |