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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,882 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $12,295 |
DENMAN & COMPANY1 year Filed as: DENMAN & COMPANY, LLP Service code 10 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Accounting | $9,200 |
GRX HOLDINGS LLC1 year Service code 10 · EIN 26-2347195 | Accounting | $9,200 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,451 | $42,548-14.3% | $74,549-51.1% | $56,287-35.2% |
| Participation rate | 72.9% | 60.5%+12.4pp | 69.1%+3.7pp | 69.9%+3.0pp |
| Annual return | -7.53% | 12.40%-19.9pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $683 | $855-20.1% | $1,961-65.2% | $2,111-67.6% |
| Participant deferral / active EE | $2,647 | $2,277+16.3% | $3,108-14.8% | $3,350-21.0% |
| Admin fee / account holder | $258 | $467-44.8% | $5,059-94.9% | $521-50.5% |