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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $53,122 |
Service code 49 | Other Services | $37,874 |
CROSS MEDIAWORKS1 year Service code 10 · EIN 26-3114748 | Accounting | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,889 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Filed as: KESTRA INVESTMENTS SERVICS LLC Service code 49 · EIN 74-2794194 | Other Services | $0 |
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 | $72,004 | $155,795-53.8% | $136,298-47.2% | $69,631+3.4% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.4pp | 70.7%+3.8pp |
| Annual return | 19.31% | 232464.33%-232445.0pp | 5156.27%-5137.0pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $2,344 | $2,991-21.6% | $4,696-50.1% | $2,032+15.3% |
| Participant deferral / active EE | $7,277 | $5,394+34.9% | $6,247+16.5% | $3,224+125.7% |
| Admin fee / account holder | $64 | $128-49.8% | $9,244-99.3% | $110-41.8% |