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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 | $6,381 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,865 | $27,330+2.0% | $67,704-58.8% | $55,191-49.5% |
| Participation rate | 54.7% | 47.5%+7.2pp | 67.5%-12.8pp | 69.2%-14.4pp |
| Annual return | 2.60% | 8.81%-6.2pp | 25.41%-22.8pp | 10.78%-8.2pp |
| Employer contribution / active EE | $622 | $855-27.2% | $2,559-75.7% | $1,899-67.2% |
| Participant deferral / active EE | $1,583 | $1,709-7.4% | $3,585-55.8% | $3,046-48.0% |
| Admin fee / account holder | $20 | $109-81.6% | $4,255-99.5% | $91-77.9% |