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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 | $9,115 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,308 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,209 |
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 | $56,766 | $44,229+28.3% | $155,789-63.6% | $55,191+2.9% |
| Participation rate | 98.4% | 60.8%+37.6pp | 76.1%+22.3pp | 69.2%+29.2pp |
| Annual return | 2.75% | 0.37%+2.4pp | 71.54%-68.8pp | 10.78%-8.0pp |
| Employer contribution / active EE | $3,080 | $1,317+133.8% | $3,839-19.8% | $1,899+62.2% |
| Participant deferral / active EE | $8,518 | $2,851+198.7% | $4,798+77.5% | $3,046+179.6% |
| Admin fee / account holder | $11 | $86-86.7% | $7,477-99.8% | $91-87.4% |