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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $16,310 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $6,388 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,106 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $71,531 | $54,320+31.7% | $67,653+5.7% | $52,331+36.7% |
| Participation rate | 91.1% | 73.6%+17.5pp | 75.7%+15.4pp | 68.1%+23.0pp |
| Annual return | -0.43% | 6.81%-7.2pp | 6625.22%-6625.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $616 | $1,544-60.1% | $2,266-72.8% | $1,882-67.3% |
| Participant deferral / active EE | $4,211 | $2,950+42.7% | $3,560+18.3% | $3,022+39.3% |
| Admin fee / account holder | $7 | $527-98.6% | $4,821-99.8% | $592-98.7% |