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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,043 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $11,193 |
Service code 49 · EIN 74-2794194 | Other Services | $10,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $37,600 | $31,679+18.7% | $74,723-49.7% | $65,186-42.3% |
| Participation rate | 77.6% | 40.4%+37.3pp | 54.5%+23.2pp | 70.2%+7.4pp |
| Annual return | 16.34% | 39.04%-22.7pp | 753.18%-736.8pp | 29.39%-13.0pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,304 | $1,191+9.5% | $1,962-33.5% | $3,514-62.9% |
| Admin fee / account holder | $192 | $379-49.4% | $3,335-94.3% | $847-77.4% |