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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) | $21,667 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
Participant 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 | $71,330 | $46,360+53.9% | $147,617-51.7% | $52,331+36.3% |
| Participation rate | 74.2% | 64.9%+9.3pp | 84.6%-10.4pp | 68.1%+6.1pp |
| Annual return | 0.53% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $5,288 | $2,126+148.7% | $5,564-5.0% | $1,882+181.0% |
| Participant deferral / active EE | $284 | $2,258-87.4% | $4,895-94.2% | $3,022-90.6% |
| Admin fee / account holder | $5 | $766-99.4% | $11,612-100.0% | $592-99.2% |