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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,630 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $15,000 |
NFP RETIREMENT INC3 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,569 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40 |
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 | $61,345 | $75,388-18.6% | $123,549-50.3% | $55,725+10.1% |
| Participation rate | 84.5% | 75.7%+8.8pp | 82.3%+2.2pp | 70.9%+13.6pp |
| Annual return | -2.91% | 4.48%-7.4pp | 119.20%-122.1pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,426 | $3,063-20.8% | $4,628-47.6% | $2,078+16.8% |
| Participant deferral / active EE | $7,743 | $5,651+37.0% | $6,426+20.5% | $3,356+130.8% |
| Admin fee / account holder | $223 | $120+86.1% | $9,284-97.6% | $115+93.5% |