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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $12,496 |
Service code 49 · EIN 74-2794194 | Other Services | $8,646 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,638 | $23,385+86.6% | $69,182-36.9% | $57,658-24.3% |
| Participation rate | 67.0% | 37.9%+29.1pp | 55.1%+11.9pp | 70.2%-3.2pp |
| Annual return | 6.37% | -659.34%+665.7pp | -21.93%+28.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,258 | $843+49.2% | $1,897-33.7% | $3,061-58.9% |
| Admin fee / account holder | $20 | $82-75.2% | $2,697-99.2% | $95-78.5% |