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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,849 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,527 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,804 | $50,860-39.4% | $155,574-80.2% | $77,714-60.4% |
| Participation rate | 33.4% | 63.1%-29.7pp | 78.2%-44.8pp | 70.6%-37.2pp |
| Annual return | 8.52% | 34.86%-26.3pp | 64.87%-56.3pp | 31.26%-22.7pp |
| Employer contribution / active EE | $356 | $1,991-82.1% | $4,676-92.4% | $2,727-87.0% |
| Participant deferral / active EE | $1,357 | $2,825-51.9% | $5,629-75.9% | $4,649-70.8% |
| Admin fee / account holder | $218 | $436-50.0% | $15,914-98.6% | $433-49.7% |