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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $223,956 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,959 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,996 | $93,010+5.4% | $96,515+1.5% | $74,460+31.6% |
| Participation rate | 98.3% | 71.6%+26.7pp | 74.3%+23.9pp | 70.7%+27.5pp |
| Annual return | 24.32% | 37.50%-13.2pp | 35.73%-11.4pp | 34.38%-10.1pp |
| Employer contribution / active EE | $6,664 | $3,427+94.4% | $3,740+78.2% | $2,638+152.6% |
| Participant deferral / active EE | $8,022 | $3,971+102.0% | $4,880+64.4% | $4,530+77.1% |
| Admin fee / account holder | $216 | $633-65.9% | $6,735-96.8% | $348-37.8% |