Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $16,420 |
Service code 49 · EIN 74-2794194 | Other Services | $6,912 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,310 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $76,772 | $60,165+27.6% | $74,184+3.5% | $55,167+39.2% |
| Participation rate | 83.1% | 74.2%+9.0pp | 76.6%+6.5pp | 69.0%+14.1pp |
| Annual return | 7.67% | 10.00%-2.3pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $615 | $1,600-61.6% | $2,370-74.1% | $1,963-68.7% |
| Participant deferral / active EE | $4,222 | $2,973+42.0% | $3,550+18.9% | $3,054+38.2% |
| Admin fee / account holder | $8 | $419-98.0% | $5,586-99.8% | $504-98.3% |