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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,352 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,073 | $55,002-45.3% | $59,887-49.8% | $56,287-46.6% |
| Participation rate | 79.8% | 75.9%+3.9pp | 74.7%+5.1pp | 69.9%+10.0pp |
| Annual return | 10.00% | 1.13%+8.9pp | 3.46%+6.5pp | -9.96%+20.0pp |
| Employer contribution / active EE | $568 | $2,448-76.8% | $2,722-79.1% | $2,111-73.1% |
| Participant deferral / active EE | $2,272 | $3,121-27.2% | $3,402-33.2% | $3,350-32.2% |
| Admin fee / account holder | $90 | $236-61.9% | $3,591-97.5% | $521-82.7% |