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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $23,966 |
Service code 49 · EIN 74-2794194 | Other Services | $13,315 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,554 |
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 | $68,900 | $75,183-8.4% | $123,894-44.4% | $55,167+24.9% |
| Participation rate | 75.3% | 72.8%+2.5pp | 81.4%-6.1pp | 69.0%+6.3pp |
| Annual return | 57.17% | 19.01%+38.2pp | 47.52%+9.7pp | 169.23%-112.1pp |
| Employer contribution / active EE | $2,369 | $2,823-16.1% | $4,617-48.7% | $1,963+20.7% |
| Participant deferral / active EE | $7,460 | $5,084+46.7% | $5,984+24.7% | $3,054+144.3% |
| Admin fee / account holder | $16 | $663-97.6% | $8,357-99.8% | $504-96.9% |