Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $241,126 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,839 | $241,850-59.5% | $102,437-4.5% | $200,096-51.1% |
| Participation rate | 95.2% | 78.3%+16.9pp | 74.5%+20.7pp | 72.0%+23.2pp |
| Annual return | 13.78% | 17.67%-3.9pp | 24.95%-11.2pp | 34.26%-20.5pp |
| Employer contribution / active EE | $3,497 | $4,253-17.8% | $3,871-9.7% | $3,038+15.1% |
| Participant deferral / active EE | $7,895 | $3,961+99.3% | $5,060+56.0% | $5,090+55.1% |
| Admin fee / account holder | $207 | $288-28.2% | $8,388-97.5% | $269-23.1% |