Filed January 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,355 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $8,282 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,493 | $89,652-64.9% | $141,177-77.7% | $65,185-51.7% |
| Participation rate | 74.8% | 74.7%+0.1pp | 82.5%-7.7pp | 70.2%+4.6pp |
| Annual return | 20.22% | 32.79%-12.6pp | 71.40%-51.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,921 | $3,065-37.3% | $4,736-59.4% | $2,177-11.8% |
| Participant deferral / active EE | $4,519 | $5,691-20.6% | $6,710-32.7% | $3,514+28.6% |
| Admin fee / account holder | $134 | $569-76.5% | $10,263-98.7% | $847-84.2% |