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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,177 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,762 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,829 | $46,360+14.0% | $147,617-64.2% | $52,331+1.0% |
| Participation rate | 76.6% | 64.9%+11.6pp | 84.6%-8.0pp | 68.1%+8.5pp |
| Annual return | 4.85% | 1.62%+3.2pp | 61.98%-57.1pp | 4.54%+0.3pp |
| Employer contribution / active EE | $35 | $2,126-98.3% | $5,564-99.4% | $1,882-98.1% |
| Participant deferral / active EE | $6,642 | $2,258+194.2% | $4,895+35.7% | $3,022+119.8% |
| Admin fee / account holder | $16 | $766-97.8% | $11,612-99.9% | $592-97.2% |