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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $402,770 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $88,894 |
Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $41,524 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,412 | $127,481+6.2% | $149,715-9.6% | $90,274+50.0% |
| Participation rate | 96.2% | 78.2%+18.0pp | 82.5%+13.7pp | 73.4%+22.9pp |
| Annual return | 20.25% | 57.78%-37.5pp | 276.66%-256.4pp | 53.97%-33.7pp |
| Employer contribution / active EE | $6,759 | $3,448+96.0% | $4,645+45.5% | $2,523+167.9% |
| Participant deferral / active EE | $8,091 | $6,975+16.0% | $6,842+18.3% | $4,231+91.3% |
| Admin fee / account holder | $262 | $152+72.5% | $9,310-97.2% | $114+129.5% |