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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $18,838 |
Service code 49 · EIN 74-2794194 | Other Services | $7,888 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,568 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $83,773 | $64,909+29.1% | $82,312+1.8% | $62,293+34.5% |
| Participation rate | 88.7% | 74.9%+13.8pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 16.94% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-12.0pp |
| Employer contribution / active EE | $651 | $1,676-61.2% | $2,428-73.2% | $2,042-68.1% |
| Participant deferral / active EE | $4,460 | $3,103+43.7% | $3,706+20.3% | $3,169+40.7% |
| Admin fee / account holder | $9 | $440-97.9% | $5,608-99.8% | $479-98.1% |