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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $57,828 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $8,903 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,391 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $169,163 | $57,108+196.2% | $94,224+79.5% | $52,331+223.3% |
| Participation rate | 89.9% | 72.9%+16.9pp | 78.8%+11.1pp | 68.1%+21.8pp |
| Annual return | -0.20% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $8,386 | $1,735+383.3% | $3,587+133.8% | $1,882+345.7% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $38 | $546-93.1% | $6,269-99.4% | $592-93.7% |