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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $388,711 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $192,803 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $11,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,654 | $122,128+27.5% | $147,080+5.8% | $199,960-22.2% |
| Participation rate | 97.5% | 78.2%+19.4pp | 82.2%+15.4pp | 72.0%+25.5pp |
| Annual return | 15.83% | 30.58%-14.8pp | 420.17%-404.3pp | 34.28%-18.5pp |
| Employer contribution / active EE | $6,549 | $4,093+60.0% | $4,933+32.8% | $3,036+115.7% |
| Participant deferral / active EE | $9,293 | $8,484+9.5% | $8,066+15.2% | $5,087+82.7% |
| Admin fee / account holder | $279 | $180+55.3% | $12,989-97.9% | $269+3.5% |