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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,112 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $17,901 |
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 | $102,213 | $54,320+88.2% | $67,652+51.1% | $52,331+95.3% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.7%+22.7pp | 68.1%+30.3pp |
| Annual return | 2.19% | 6.81%-4.6pp | 6625.40%-6623.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $4,304 | $1,544+178.8% | $2,266+90.0% | $1,882+128.8% |
| Participant deferral / active EE | $3,672 | $2,950+24.5% | $3,560+3.1% | $3,022+21.5% |
| Admin fee / account holder | $292 | $527-44.5% | $4,821-93.9% | $592-50.6% |