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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,186 |
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,420 |
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.
Annual investment return 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).
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 | $8,058 | $27,522-70.7% | $71,086-88.7% | $68,904-88.3% |
| Participation rate | 40.0% | 34.5%+5.4pp | 54.7%-14.7pp | 74.1%-34.1pp |
| Annual return | -6.84% | -0.07%-6.8pp | 650.59%-657.4pp | 1.07%-7.9pp |
| Employer contribution / active EE | $315 | $325-2.9% | $1,088-71.0% | $2,540-87.6% |
| Participant deferral / active EE | $539 | $835-35.4% | $1,874-71.2% | $4,015-86.6% |
| Admin fee / account holder | $13 | $67-80.7% | $3,082-99.6% | $71-81.7% |