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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $5,605 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,193 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,407 | $54,320-62.4% | $67,653-69.8% | $52,331-61.0% |
| Participation rate | 84.5% | 73.6%+10.9pp | 75.7%+8.8pp | 68.1%+16.4pp |
| Annual return | 1.51% | 6.81%-5.3pp | 6625.22%-6623.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,835 | $2,950-37.8% | $3,560-48.4% | $3,022-39.3% |
| Admin fee / account holder | $24 | $527-95.5% | $4,821-99.5% | $592-96.0% |