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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,618 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,841 | $57,108-25.0% | $94,229-54.5% | $52,331-18.1% |
| Participation rate | 68.0% | 72.9%-5.0pp | 78.8%-10.8pp | 68.1%-0.1pp |
| Annual return | -0.41% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,429 | $1,735-17.6% | $3,587-60.1% | $1,882-24.0% |
| Participant deferral / active EE | $2,341 | $3,040-23.0% | $4,320-45.8% | $3,022-22.5% |
| Admin fee / account holder | $196 | $546-64.1% | $6,269-96.9% | $592-66.9% |