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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,772 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $6,742 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $2,778 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,294 | $62,324-30.5% | $68,509-36.8% | $55,191-21.6% |
| Participation rate | 59.2% | 78.9%-19.7pp | 74.7%-15.6pp | 69.2%-10.0pp |
| Annual return | -0.43% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,203 | $2,223-45.9% | $2,278-47.2% | $1,899-36.6% |
| Participant deferral / active EE | $2,183 | $3,425-36.3% | $3,382-35.5% | $3,046-28.4% |
| Admin fee / account holder | $23 | $91-74.8% | $5,275-99.6% | $91-74.6% |