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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $11,373 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,927 |
Participant 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 | $12,943 | $70,002-81.5% | $115,038-88.7% | $52,331-75.3% |
| Participation rate | 80.1% | 72.1%+8.0pp | 81.4%-1.2pp | 68.1%+12.0pp |
| Annual return | 2.85% | 4.04%-1.2pp | 26.14%-23.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $575 | $2,715-78.8% | $4,608-87.5% | $1,882-69.4% |
| Participant deferral / active EE | $1,627 | $4,920-66.9% | $6,026-73.0% | $3,022-46.2% |
| Admin fee / account holder | $19 | $566-96.7% | $8,175-99.8% | $592-96.8% |