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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $90,765 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,072 |
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 | $88,253 | $55,182+59.9% | $73,309+20.4% | $55,191+59.9% |
| Participation rate | 97.5% | 73.9%+23.6pp | 74.9%+22.6pp | 69.2%+28.3pp |
| Annual return | 0.45% | 8.55%-8.1pp | 5.67%-5.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,502 | $1,935-22.3% | $3,237-53.6% | $1,899-20.9% |
| Participant deferral / active EE | $10,008 | $4,641+115.6% | $4,991+100.5% | $3,046+228.5% |
| Admin fee / account holder | $18 | $68-73.6% | $5,637-99.7% | $91-80.1% |