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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,217 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,730 | $49,915-58.5% | $154,803-86.6% | $74,304-72.1% |
| Participation rate | 68.0% | 54.0%+14.0pp | 78.1%-10.1pp | 60.3%+7.6pp |
| Annual return | 11.69% | 34.06%-22.4pp | 58.88%-47.2pp | 29.43%-17.7pp |
| Employer contribution / active EE | $804 | $1,611-50.1% | $4,305-81.3% | $2,241-64.1% |
| Participant deferral / active EE | $1,735 | $2,255-23.1% | $5,540-68.7% | $3,767-53.9% |
| Admin fee / account holder | $110 | $2,189-95.0% | $14,329-99.2% | $2,969-96.3% |