Filed June 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLE LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,268 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,229 | $45,152+51.1% | $73,845-7.6% | $59,632+14.4% |
| Participation rate | 85.4% | 64.0%+21.4pp | 73.4%+12.0pp | 68.7%+16.7pp |
| Annual return | -0.18% | 27.40%-27.6pp | 2267.91%-2268.1pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $8,163 | $1,902+329.2% | $2,788+192.8% | $2,203+270.6% |
| Participant deferral / active EE | $5,008 | $2,574+94.6% | $3,583+39.8% | $3,192+56.9% |
| Admin fee / account holder | $54 | $3,516-98.5% | $4,881-98.9% | $4,297-98.7% |