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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,659 |
Service code 49 · EIN 74-2794194 | Other Services | $10,484 |
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $7,418 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,335 | $65,223-18.2% | $80,022-33.3% | $55,725-4.3% |
| Participation rate | 65.2% | 80.6%-15.3pp | 75.8%-10.6pp | 70.9%-5.6pp |
| Annual return | 22.94% | 7.59%+15.3pp | 11.22%+11.7pp | 244.93%-222.0pp |
| Employer contribution / active EE | $1,578 | $2,544-38.0% | $2,468-36.1% | $2,078-24.1% |
| Participant deferral / active EE | $2,974 | $3,881-23.4% | $3,686-19.3% | $3,356-11.4% |
| Admin fee / account holder | $238 | $114+108.8% | $6,521-96.3% | $115+107.1% |