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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $68,210 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $23,371 | $37,117-37.0% | $147,617-84.2% | $55,191-57.7% |
| Participation rate | 45.9% | 63.6%-17.7pp | 84.6%-38.7pp | 69.2%-23.2pp |
| Annual return | -2.27% | 3.44%-5.7pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $466 | $1,620-71.2% | $5,564-91.6% | $1,899-75.4% |
| Participant deferral / active EE | $1,784 | $1,985-10.1% | $4,895-63.6% | $3,046-41.4% |
| Admin fee / account holder | $82 | $86-3.7% | $11,612-99.3% | $91-9.2% |