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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $17,936 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $13,119 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,325 | $69,511-37.7% | $94,664-54.2% | $71,511-39.4% |
| Participation rate | 71.6% | 78.4%-6.8pp | 80.8%-9.2pp | 67.9%+3.7pp |
| Annual return | 13.26% | 29.67%-16.4pp | 156.84%-143.6pp | 28.86%-15.6pp |
| Employer contribution / active EE | $256 | $2,853-91.0% | $3,673-93.0% | $2,589-90.1% |
| Participant deferral / active EE | $1,639 | $7,348-77.7% | $7,417-77.9% | $4,291-61.8% |
| Admin fee / account holder | $223 | $1,211-81.5% | $7,222-96.9% | $1,588-85.9% |