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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 | $21,792 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,529 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,209 | $41,854+55.8% | $73,836-11.7% | $52,331+24.6% |
| Participation rate | 77.8% | 66.2%+11.6pp | 73.4%+4.4pp | 68.1%+9.7pp |
| Annual return | 3.29% | 2.11%+1.2pp | 2268.06%-2264.8pp | 4.54%-1.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,949 | $2,498+18.0% | $3,583-17.7% | $3,022-2.4% |
| Admin fee / account holder | $23 | $493-95.3% | $4,882-99.5% | $592-96.1% |