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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,848 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,564 |
Service code 49 · EIN 74-2794194 | Other Services | $3,561 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
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 | $82,212 | $52,639+56.2% | $185,117-55.6% | $62,293+32.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 19.59% | 19.57%0pp | 40.50%-20.9pp | 28.90%-9.3pp |
| Employer contribution / active EE | $3,220 | $1,483+117.2% | $4,182-23.0% | $2,042+57.7% |
| Participant deferral / active EE | $9,595 | $3,097+209.8% | $5,045+90.2% | $3,169+202.8% |
| Admin fee / account holder | $14 | $374-96.1% | $8,159-99.8% | $479-97.0% |