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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,128 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $8,797 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,906 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,011 | $37,039-83.8% | $147,617-95.9% | $59,188-89.8% |
| Participation rate | 66.9% | 63.8%+3.1pp | 84.6%-17.7pp | 69.4%-2.5pp |
| Annual return | 1.08% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,565-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,656 | $2,094-20.9% | $4,895-66.2% | $3,265-49.3% |
| Admin fee / account holder | $41 | $60-31.9% | $11,611-99.6% | $92-55.5% |