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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,007 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,198 | $50,820-7.1% | $155,567-69.7% | $77,671-39.2% |
| Participation rate | 47.9% | 63.1%-15.3pp | 78.2%-30.3pp | 70.6%-22.7pp |
| Annual return | 11.83% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $800 | $1,993-59.8% | $4,674-82.9% | $2,726-70.6% |
| Participant deferral / active EE | $1,627 | $2,823-42.4% | $5,628-71.1% | $4,648-65.0% |
| Admin fee / account holder | $251 | $436-42.4% | $15,916-98.4% | $430-41.7% |