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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $74,918 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 | Advisory (Plan) | $16,189 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,365 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $440 |
Annual investment return 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 | $43,141 | $67,166-35.8% | $57,356-24.8% | $55,191-21.8% |
| Participation rate | 92.1% | 77.7%+14.4pp | 75.1%+17.1pp | 69.2%+23.0pp |
| Annual return | -1.29% | 4.22%-5.5pp | 24.41%-25.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $3,164 | $2,812+12.5% | $2,689+17.7% | $1,899+66.6% |
| Participant deferral / active EE | $7,138 | $2,835+151.8% | $3,162+125.8% | $3,046+134.3% |
| Admin fee / account holder | $153 | $44+250.3% | $3,357-95.5% | $91+68.0% |