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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,347 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $6,861 |
Service code 49 · EIN 74-2794194 | Other Services | $4,609 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $45,770 | $74,024-38.2% | $78,002-41.3% | $57,658-20.6% |
| Participation rate | 63.9% | 79.7%-15.8pp | 75.5%-11.6pp | 70.2%-6.3pp |
| Annual return | 7.26% | 12.14%-4.9pp | 425.99%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,254 | $2,365-47.0% | $2,470-49.2% | $1,974-36.5% |
| Participant deferral / active EE | $2,296 | $3,533-35.0% | $3,497-34.4% | $3,061-25.0% |
| Admin fee / account holder | $26 | $93-71.8% | $5,481-99.5% | $95-72.2% |